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Boston Common ESG Impact US Equity BCAMX

Medalist Rating as of | See Boston Common Investment Hub
  • NAV / 1-Day Return 64.34  /  +0.89 %
  • Total Assets 64.3 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 0.47%
  • Turnover 32%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:13 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.

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

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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-costliest quintile among peers.

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Portfolio Holdings BCAMX

  • 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