Green Century Balanced
114 State Street Suite 200 Boston MA 02111
Map
Phone: 800-221-5519
| Category: | Moderate Allocation | | Fund Family: | Green Century | | Net Assets: | 50.44M | | Year-to-Date Return: | 19.21% | | Yield: | 1.76% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Mar-92 |
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Cheryl I. Smith
Lead Manager since
28-Nov-05 | | | Smith is a senior portfolio manager and research analyst. She began her investment and management career at Trillium Asset Management in 1987. In 1992 she joined the United States Trust Company in Boston as vice president and portfolio manager, before rejoining Trillium Asset Management in the fall of 1997. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital growth and income from a diversified portfolio of stocks and bonds which meet Green Century?s standards for corporate environmental responsibility. The fund primarily invests in stocks and bonds of environmentally responsible companies. It may invest up to 75% of assets in stocks and at least 25% of assets in bonds. The fund may also invest in both growth and value stocks though it may be more heavily weighted in growth stocks. It may also invest in bonds with any maturity and credit quality. |
| Last Dividend
(29-Jun-09):
| 0.10 | | Last Cap Gain
(28-Dec-00):
| 3.51 | | Annual Holdings Turnover
| 33.00% | | Average for Category:
| 82.83% |
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| Expense | GCBLX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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0.02% Nasdaq 
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