Green Century Balanced Fund - Green Century
Shareclass
Green Century Balanced Fund Institutional Class (GCBUX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Green Century Balanced Fund - Green Century
FUND COVERAGE
# of holdings238
% of assets65%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co/The0.55%$2.08M
- 2. Marriott International Inc/MD0.76%$2.88M
- 3. Bank of America Corp1.4%$5.32M
- 4. Mastercard Inc2.1%$7.99M
- 5. Citigroup Inc0.39%$1.5M
- 6. J M Smucker Co/The0.06%$220,835
- 7. VF Corp0.04%$137,071
- 8. Hilton Worldwide Holdings Inc0.13%$505,078
- 9. JPMorgan Chase & Co0.51%$1.93M
- 10. Expedia Group Inc0.14%$542,127
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc0.21%$792,104
- 2. Virtu Financial Inc0.02%$76,295
- 3. Patrick Industries Inc0.03%$96,772
- 4. Cognex Corp0.02%$79,378
- 5. Gentex Corp0.03%$108,699
- 6. Super Micro Computer Inc0.06%$237,392
- 7. Stride Inc0.02%$84,261
- 8. Middleby Corp/The0.04%$158,943
- 9. Visteon Corp0.02%$57,060
- 10. Comfort Systems USA Inc0.11%$431,713
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Green Century Balanced Fund - Green Century
Totals
Holdings
Assets
Weight
Prisons
11.0
$45.8M
12%
Prisons high risk
1.0
$206,825
0.05%
Private prisons
0.0
$0
0%
Borders
6.0
$36.23M
9.54%
Borders high risk
0.0
$0
0%
Total
13.0
$46.23M
12%
Holdings — 13 flagged holdings
1.
Alphabet Inc
:$20.11M
5.3%
2.
Microsoft Corp
:$15.54M
4.09%
3.
Costco Wholesale Corp
$6.03M
1.59%
4.
Elevance Health Inc
$1.53M
0.4%
5.
Walmart Inc
$797,165
0.21%
6.
Yum! Brands Inc
$726,807
0.19%
7.
Target Corp
$395,407
0.1%
8.
Salesforce Inc
:$341,574
0.09%
9.
Archer-Daniels-Midland Co
$316,895
0.08%
10.
Regions Financial Corp
$206,824
0.05%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Green Century Balanced Fund - Green Century GCBUX
Environment
Social
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