Green Century Equity Fund

Shareclass
Green Century Equity Institutional (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

FUND COVERAGE
# of holdings324
% of assets100%
Score
57 / 100
Rank

91.6 percentile

Group: U.S. Large Cap Equity

Rank: #124 out of 1,462

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

11 / 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: 0.05%
         $USD invested: $356,932
  • 2. Procter & Gamble Co
         % of fund invested: 1.31%
         $USD invested: $9.77M
  • 3. Biogen Inc
         % of fund invested: 0.07%
         $USD invested: $531,604
  • 4. Marriott International Inc Class A
         % of fund invested: 0.23%
         $USD invested: $1.69M
  • 5. Welltower Inc
         % of fund invested: 0.43%
         $USD invested: $3.21M
  • 6. Mondelez International Inc Class A
         % of fund invested: 0.29%
         $USD invested: $2.18M
  • 7. Hologic Inc
         % of fund invested: 0.04%
         $USD invested: $332,388
  • 8. Mastercard Inc Class A
         % of fund invested: 1.76%
         $USD invested: $13.12M
  • 9. Willis Towers Watson PLC
         % of fund invested: 0.1%
         $USD invested: $766,208
  • 10. General Mills Inc
         % of fund invested: 0.09%
         $USD invested: $663,527
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. GameStop Corp Class A
         % of fund invested: 0.04%
         $USD invested: $311,183
  • 2. U-Haul Holding Co Ordinary Shares - Series N
         % of fund invested: 0.01%
         $USD invested: $107,704
  • 3. International Bancshares Corp
         % of fund invested: <0.01%
         $USD invested: $2,750
  • 4. Cognex Corp
         % of fund invested: 0.03%
         $USD invested: $216,942
  • 5. Exponent Inc
         % of fund invested: 0.02%
         $USD invested: $124,300
  • 6. PACCAR Inc
         % of fund invested: 0.19%
         $USD invested: $1.42M
  • 7. AutoNation Inc
         % of fund invested: 0.01%
         $USD invested: $96,259
  • 8. The Middleby Corp
         % of fund invested: 0.02%
         $USD invested: $149,679
  • 9. The Timken Co
         % of fund invested: <0.01%
         $USD invested: $72,323
  • 10. Axalta Coating Systems Ltd
         % of fund invested: <0.01%
         $USD invested: $71,035

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
Member of USSIF
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 - 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 Equity Fund

Totals

Holdings
Assets
Weight
Prisons
14
$181.38M
24%
     Prisons high risk
5
$4.99M
0.67%
     Private prisons
0
$0
0%
Borders
12
$180.1M
24%
     Borders high risk
6
$5.12M
0.69%
Total
18
$192.28M
26%
Full fund results

Holdings — 18 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$95.49M
13%
Prisons
Borders :
$95.49M
13%
2.
Alphabet Inc Class A
Prisons
Borders
$37.1M
4.97%
Prisons
Borders :
$37.1M
4.97%
3.
Alphabet Inc Class C
Prisons
Borders
$31.62M
4.24%
Prisons
Borders :
$31.62M
4.24%
4.
Salesforce Inc
Borders
$6.19M
0.83%
Borders :
$6.19M
0.83%
5.
McDonald's Corp
Prisons
$5.77M
0.77%
Prisons
$5.77M
0.77%
6.
Accenture PLC Class A
Borders
$4.17M
0.56%
Borders :
$4.17M
0.56%
7.
3M Co
Prisons
$2.22M
0.3%
Prisons
$2.22M
0.3%
8.
Motorola Solutions Inc
Prisons
Borders
$2.09M
0.28%
Prisons
Borders :
$2.09M
0.28%
9.
Elevance Health Inc
Prisons
$1.95M
0.26%
Prisons
$1.95M
0.26%
10.
Axon Enterprise Inc
Prisons
Borders
$1.45M
0.19%
Prisons
Borders :
$1.45M
0.19%
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