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Morningstar

Boston Common ESG Impact US Equity BCAMX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Common Investment Hub
  • NAV / 1-Day Return 61.61  /  −0.96 %
  • Total Assets 58.5 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.46%
  • Turnover 32%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis BCAMX

Will BCAMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BCAMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BCAMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BCAMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Boston Common ESG Impact US Equity's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BCAMX

More BCAMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.43 5.1 Mil
Technology

Apple Inc

7.41 4.5 Mil
Technology

Alphabet Inc Class C

5.06 3.1 Mil
Communication Services

Visa Inc Class A

3.84 2.3 Mil
Financial Services

Broadcom Inc

3.57 2.2 Mil
Technology

Merck & Co Inc

3.18 1.9 Mil
Healthcare

Intuit Inc

2.96 1.8 Mil
Technology

Costco Wholesale Corp

2.79 1.7 Mil
Consumer Defensive

Adobe Inc

2.75 1.7 Mil
Technology

TJX Companies Inc

2.70 1.6 Mil
Consumer Cyclical