GCBLX : Green Century Balanced Fund

GCBLX is a Allocation Market All-In-One with HIGH fees.

GCBLX

Green Century Balanced Fund

FI Score

24 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

24% FI Score
  • gcblx
  • Mutual Fund
  • Allocation
  • All-In-One

Green Century Balanced Fund

Expenses: 1.48% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

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 environmentally responsible and sustainable U.S. companies, many of which also make positive environmental contributions. 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.

Largest Holdings

Amount Holding
3.22% Microsoft Corp
2.59% Alphabet Inc A
2.48% Apple Inc
2.25% Mastercard Inc A
1.67% Merck & Co Inc
1.32% Federal Farm Credit Banks 2.8%
1.30% PayPal Holdings Inc
1.30% Overseas Private Investment Corporation 2.58%
1.29% Salesforce.com, Inc. 3.7%
1.29% Verizon Communications Inc. 3.88%
1.28% Boston Properties Limited Partnership 4.5%
1.26% Adobe Inc 3.25%
1.24% Federal Farm Credit Banks 1.82%
1.23% Enterprise community loan fund Inc 4.15%
1.22% Apple Inc. 2.85%
1.21% Federal Home Loan Banks 1.88%
1.19% Federal Farm Credit Banks 1.63%
1.17% Costco Wholesale Corp
1.16% Federal Farm Credit Banks 2.33%
1.16% Starbucks Corporation 2.45%
1.16% Verizon Communications Inc
1.14% Gilead Sciences Inc
1.10% PNC Financial Services Group Inc
1.07% Unilever NV ADR
1.04% First Republic Bank

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