Skip to Content

Green Century Equity Individual Investor GCEQX

Medalist Rating as of | See Green Century Investment Hub
  • NAV / 1-Day Return 81.50  /  0.00
  • Total Assets 625.2 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.12%
  • Turnover 4%

USD | NAV as of Mar 04, 2024 | 1-Day Return as of Mar 04, 2024, 11:14 PM GMT+0

Morningstar’s Analysis GCEQX

Will GCEQX outperform in future?

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

A sound investment process and strong management team underpin Green Century Equity Individual Investor's Morningstar Medalist Rating of Bronze.

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 highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GCEQX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.36 71.9 Mil
Technology

NVIDIA Corp

5.69 33.1 Mil
Technology

Alphabet Inc Class A

3.86 22.4 Mil
Communication Services

Alphabet Inc Class C

3.45 20.0 Mil
Communication Services

Tesla Inc

3.34 19.4 Mil
Consumer Cyclical

Visa Inc Class A

1.97 11.4 Mil
Financial Services

Mastercard Inc Class A

1.70 9.9 Mil
Financial Services

The Home Depot Inc

1.63 9.5 Mil
Consumer Cyclical

Procter & Gamble Co

1.62 9.4 Mil
Consumer Defensive

AbbVie Inc

1.30 7.6 Mil
Healthcare