Green Century Balanced Fund
Shareclass
Green Century Balanced Institutional (GCBUX)
Type
Open-end mutual fund
Manager
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
FUND COVERAGE
# of holdings63
% of assets63%
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
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC ADR0.73%$2.82M
- 2. Procter & Gamble Co0.54%$2.1M
- 3. Marriott International Inc Class A0.61%$2.38M
- 4. Bank of America Corp1.33%$5.16M
- 5. Unilever PLC ADR0.61%$2.36M
- 6. Mastercard Inc Class A2.18%$8.44M
- 7. Jones Lang LaSalle Inc0.75%$2.92M
- 8. Xylem Inc1.03%$4M
- 9. Microsoft Corp4.83%$18.7M
- 10. Trane Technologies PLC Class A0.85%$3.28M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.54%$2.07M
- 2. MYR Group Inc0.79%$3.04M
- 3. Bright Horizons Family Solutions Inc0.59%$2.27M
- 4. Cadence Design Systems Inc0.76%$2.94M
- 5. MercadoLibre Inc0.74%$2.88M
- 6. Westinghouse Air Brake Technologies Corp0.49%$1.91M
- 7. United Rentals Inc0.77%$2.97M
- 8. Costco Wholesale Corp1.59%$6.15M
- 9. Booking Holdings Inc0.71%$2.75M
- 10. Arthur J. Gallagher & Co0.79%$3.04M
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 survey
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Combination of Positive and Restricted/Exclusionary Strategies - Use qualitative research to seek companies with good governance practices such as policies and practices to support a diverse work environment. Avoid companies with poor track record in diversity. More
US-SIF member fund managers: want to update your statement? Contact us
EXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Green Century Balanced Fund
Totals
Holdings
Assets
Weight
Prisons
4
$41.42M
11%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$33.84M
8.74%
Borders high risk
0
$0
0%
Total
4
$41.42M
11%
Holdings — 4 flagged holdings
1.
Microsoft Corp
:$18.7M
4.83%
2.
Alphabet Inc Class A
:$15.14M
3.91%
3.
Costco Wholesale Corp
$6.15M
1.59%
4.
Elevance Health Inc
$1.43M
0.37%
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 GCBUX
Environment
Social
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