Morningstar

Green Century Equity Fund Individual Investor Class GCEQX

Morningstar Medalist Rating
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Medalist Rating as of See Green Century Investment Hub
  • NAV / 1-Day Return $115.78  /  +0.70 %
  • Fund Size $836.7M
  • Adjusted Expense Ratio 1.200%
  • Net Expense Ratio 1.200%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 5%
NAV and 1-Day Return as of

Morningstar’s Analysis GCEQX

Will GCEQX outperform in the 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.

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.

by Morningstar Automated Analysis
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 51.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

16.42 136M
Technology

Microsoft Corp

11.31 93M
Technology

Alphabet Inc Class A

6.27 52M
Communication Services

Alphabet Inc Class C

4.91 41M
Communication Services

Tesla Inc

3.18 26M
Consumer Cyclical

Advanced Micro Devices Inc

3.12 26M
Technology

Visa Inc Class A

1.87 15M
Financial Services

Intel Corp

1.66 14M
Technology

AbbVie Inc

1.44 12M
Healthcare

Mastercard Inc Class A

1.41 12M
Financial Services

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