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Morningstar

Green Century Equity Individual Investor GCEQX

Morningstar Medalist Rating
Medalist Rating as of | See Green Century Investment Hub
  • NAV / 1-Day Return 78.96  /  −0.30 %
  • Total Assets 609.4 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.200%
  • 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 Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 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.

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the GCEQX 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 GCEQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GCEQX

More GCEQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.46 80.4 Mil
Technology

NVIDIA Corp

9.36 60.4 Mil
Technology

Alphabet Inc Class A

3.75 24.2 Mil
Communication Services

Alphabet Inc Class C

3.30 21.3 Mil
Communication Services

Tesla Inc

2.12 13.7 Mil
Consumer Cyclical

Visa Inc Class A

1.87 12.1 Mil
Financial Services

Mastercard Inc Class A

1.71 11.0 Mil
Financial Services

Procter & Gamble Co

1.62 10.5 Mil
Consumer Defensive

The Home Depot Inc

1.62 10.4 Mil
Consumer Cyclical

Merck & Co Inc

1.42 9.1 Mil
Healthcare