Green Century Equity Fund - Green Century

Shareclass
Green Century Equity Fund Institutional Class (GCEUX)
Type
Open-end mutual fund
Sustainability mandate
Member of US-SIF

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Green Century Equity Fund - Green Century

FUND COVERAGE
# of holdings322
% of assets100%
Score
57 / 100
Rank

89.7 percentile

Group: U.S. Large Cap Equity

Rank: #143 out of 1,373

Grade
A

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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. International Flavors & Fragrances Inc
         % of fund invested: 0.06%
         $USD invested: $441,687
  • 2. Procter & Gamble Co/The
         % of fund invested: 1.23%
         $USD invested: $9.37M
  • 3. Biogen Inc
         % of fund invested: 0.09%
         $USD invested: $696,893
  • 4. Marriott International Inc/MD
         % of fund invested: 0.26%
         $USD invested: $1.97M
  • 5. Mondelez International Inc
         % of fund invested: 0.26%
         $USD invested: $2M
  • 6. Hologic Inc
         % of fund invested: 0.05%
         $USD invested: $401,549
  • 7. Mastercard Inc
         % of fund invested: 1.58%
         $USD invested: $12.1M
  • 8. Willis Towers Watson PLC
         % of fund invested: 0.09%
         $USD invested: $719,069
  • 9. General Mills Inc
         % of fund invested: 0.08%
         $USD invested: $630,385
  • 10. J M Smucker Co/The
         % of fund invested: 0.03%
         $USD invested: $256,487
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. GameStop Corp
         % of fund invested: 0.03%
         $USD invested: $266,548
  • 2. U-Haul Holding Co
         % of fund invested: 0.02%
         $USD invested: $118,320
  • 3. International Bancshares Corp
         % of fund invested: <0.01%
         $USD invested: $56,617
  • 4. Cognex Corp
         % of fund invested: 0.02%
         $USD invested: $172,664
  • 5. Exponent Inc
         % of fund invested: 0.02%
         $USD invested: $114,776
  • 6. PACCAR Inc
         % of fund invested: 0.23%
         $USD invested: $1.73M
  • 7. AutoNation Inc
         % of fund invested: 0.02%
         $USD invested: $133,032
  • 8. Middleby Corp/The
         % of fund invested: 0.02%
         $USD invested: $164,241
  • 9. Timken Co/The
         % of fund invested: 0.02%
         $USD invested: $128,229
  • 10. Axalta Coating Systems Ltd
         % of fund invested: 0.02%
         $USD invested: $126,361

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




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Green Century Equity Fund - Green Century

Totals

Holdings
Assets
Weight
Prisons
15.0
$191.49M
25%
     Prisons high risk
5.0
$4.32M
0.57%
     Private prisons
0.0
$0
0%
Borders
12.0
$187.82M
25%
     Borders high risk
5.0
$3.82M
0.5%
Total
18.0
$201.25M
26%
Full fund results

Holdings — 18 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$79.33M
10%
Prisons
Borders :
$79.33M
10%
2.
Alphabet Inc
Prisons
Borders
$51.59M
6.76%
Prisons
Borders :
$51.59M
6.76%
3.
Alphabet Inc
Prisons
Borders
$43.01M
5.63%
Prisons
Borders :
$43.01M
5.63%
4.
McDonald's Corp
Prisons
$5.89M
0.77%
Prisons
$5.89M
0.77%
5.
Salesforce Inc
Borders
$5.32M
0.7%
Borders :
$5.32M
0.7%
6.
Accenture PLC
Borders
$4.29M
0.56%
Borders :
$4.29M
0.56%
7.
3M Co
Prisons
$2.18M
0.29%
Prisons
$2.18M
0.29%
8.
Elevance Health Inc
Prisons
$2.06M
0.27%
Prisons
$2.06M
0.27%
9.
Motorola Solutions Inc
Prisons
Borders
$1.73M
0.23%
Prisons
Borders :
$1.73M
0.23%
10.
Cardinal Health Inc
Prisons
$1.37M
0.18%
Prisons
$1.37M
0.18%
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