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Green Century Balanced (GCBLX)

37.29 -0.03 (-0.08%)
At close: November 2 at 6:52:09 PM EST
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  • Previous Close 37.32
  • YTD Return 6.27%
  • Expense Ratio 1.25%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 41.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 370.56M
  • Beta (5Y Monthly) 0.91
  • Yield 0.70%
  • 5y Average Return --
  • Holdings Turnover 62.00%
  • Last Dividend 0.20
  • Inception Date Mar 18, 1992

The fund invests primarily in the stocks and bonds of U.S. companies the fund’s adviser believes are environmentally responsible and sustainable. 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.

Green Century

Fund Family

Allocation--50% to 70% Equity

Fund Category

370.56M

Net Assets

1992-03-18

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Allocation--50% to 70% Equity.

YTD Return

GCBLX
6.27%
Category
9.69%

1-Year Return

GCBLX
6.93%
Category
27.06%

3-Year Return

GCBLX
11.38%
Category
11.00%

5-Year Return

GCBLX
4.68%
Category
10.26%

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