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Green Century Funds (GCBLX)
General Fund Information
29 Temple Place Boston, MA 02111
(800) 934-7336www.greencentury.com
Category:Balanced Funds
Style:Small Cap Growth
Assets: ($ millions)$249.3

Account min.:$2,500
Reinvest. min.:$100
IRA account min.:$1,000
IRA reinvest min.:100.00
Type:Balanced
Expenses:1.48%
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:28.36
Avg. P/B:6.58
Avg. YTM:5.36
Avg. Coupon Rate:3.70
Fund Description
Fund invests primarily in the stocks and bonds of select companies that have clean environmental records, many of which also make positive environmental contributions.
Social Issues01/31/18
Shareholder activism:YES
Community investment:YES
Environment:P
Human rights:-
Employment:-
Products and Services:P
Weapons:R
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:-/X/-
Other:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Basic Industries4.24% 
Cap. Goods & Tech.17.33% 
Consumer Cyclicals6.14% 
Consumer Non-Cyclicals36.65% 
Finance10.93% 
Miscellaneous13.30% 
Non - US9.71% 
Transportation1.70% 
Fund Performance01/31/18
Year to date: 2.81%
Year to date: 2.81%
1 Year: 14.40%
Annualized returns:
3 Year: 7.03%
5 Year: 9.03%
10 Year: 6.44%
Since inception: 7.02%
Inception date: 03/18/92
Bear Market: -11.73%
Bear Market Period:     —    
MPT Statistics01/31/18
Alpha 3YR:-3.71
Alpha 5YR:-3.45
Beta 3YR:1.21
Beta 5YR:1.25
R. Squared 3YR:84.95
R. Squared 5YR:85.40
Sharpe 3YR:0.85
Sharpe 5YR:1.13
Std. Dev. 3YR:7.72
Std. Dev. 5YR:7.72
Sectors Pie Chart 
Sector Distribution Chart

 

 
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