Green Century Balanced Fund Institutional Class GCBUX Strategy

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Strategy

The investment seeks capital growth and income from a diversified portfolio of stocks and bonds which meet Green Century's standards for corporate environmental responsibility. The fund invests primarily in the stocks and bonds of U.S. companies the fund’s adviser believes are environmentally responsible and sustainable. There is no predetermined percentage of assets allocated to either stocks or bonds, although the fund will generally invest at least 25% of its net assets in bonds and may not invest more than 75% of its net assets in stocks.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
GCBLX
Green Century Balanced FundNo LoadOpen $264.72M1.250%High$2,500−$21.05M
GCBUX
Green Century Balanced Fund Institutional ClassInstitutionalOpen $106.43M0.950%Above Average$250,000−$20.53M

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