2 / 5 Stars
3 3 2 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#27 in Aggressive Allocation
U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.05 percent over the past year, 11.20 percent over the past three years, 12.45 percent over the past five years, and 5.48 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.4%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||12.4%|
|10 Years (Annualized)||5.5%|
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 invests primarily in the stocks and bonds of environmentally responsible and sustainable U.S. companies, many of which also make positive environmental contributions. There is no predetermined percentage of assets allocated to either stocks or bonds, although the fund will generally invest at least 25% of its net assets in bonds and may not invest more than 75% of its net assets in stocks. The fund may invest in growth and value stocks of any market capitalization.
Fees are Low compared to funds in the same category.
Green Century Balanced Fund has an expense ratio of 1.48 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.