Green Century Equity Fund Individual Investor Class GCEQX

Morningstar Medalist Rating
  • NAV / 1-Day Return$109.41  /  −0.67%
  • Fund Size$789.1M
  • Adjusted Expense Ratio1.200%
  • Net Expense Ratio1.200%
  • Fee Level: DistributionHigh
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio5%

Morningstar’s Analysis GCEQX

Will GCEQX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Green Century Equity Individual Investor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings GCEQX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings51.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

16.42136M
Technology

Microsoft Corp

11.3193M
Technology

Alphabet Inc Class A

6.2752M
Communication Services

Alphabet Inc Class C

4.9141M
Communication Services

Tesla Inc

3.1826M
Consumer Cyclical

Advanced Micro Devices Inc

3.1226M
Technology

Visa Inc Class A

1.8715M
Financial Services

Intel Corp

1.6614M
Technology

AbbVie Inc

1.4412M
Healthcare

Mastercard Inc Class A

1.4112M
Financial Services

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