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Green Century Equity (GCEQX) Fund Ranking and Research

Ranking, Research and Recommendation of Green Century Equity (GCEQX) Fund

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Graph of Green Century Equity Fund (GCEQX) ManagerFund Manager - Brent D. Reeder

Fund Manager Information

Fund Manager Tenure: 9.4 years
Fund Family: Green Century
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)

 

Graph of Green Century Equity Fund (GCEQX) ProfileGreen Century Equity Fund (GCEQX) Profile

Fund Profile and Description

Green Century Equity Fund seeks to achieve long-term total return which matches the performance of an index comprised of the stocks of companies selected based on environmental, social and governance criteria. Green Century Equity Fund invests at least 80% of assets in equities. It invests substantially all of its assets in the common stocks which make up the MSCI KLD 400 Social Index. Companies for the index are identified based on a review of environmental, social and governance (ESG) ratings. Green Century Equity Fund buys and sells stocks so that the composition of its securities holdings will correspond, to the extent reasonably practicable, to the composition of securities in the index.

 

Green Century Equity (GCEQX) Fund Strength What we like about Green Century Equity (GCEQX) Fund

Data for Green Century Equity Fund (GCEQX) as of May 30, 2016

  • Green Century Equity Fund (GCEQX) management has been with Green Century Equity Fund for 9.4 years
  • Green Century Equity Fund (GCEQX) has good short-term performance (1-year return 1.27% vs -1.74% Large Growth category median performance)
  • Green Century Equity Fund (GCEQX) has good Long-term performance (5-year return 10.63% vs 10.14% Large Growth category median performance)
  • Green Century Equity Fund (GCEQX) ratio of up-years vs down years is greater than 2
  • Asset base in Green Century Equity Fund (GCEQX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Green Century Equity Fund (GCEQX) has an annual stock turnover rate of 13.00% vs Large Growth average of 50.46%. It is good that Green Century Equity management does not trade extensively for its return.
  • Green Century Equity Fund (GCEQX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.38, lower than category average of 12.75
  • Green Century Equity Fund (GCEQX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Green Century Equity Fund (GCEQX) Weakness What we are cautious about Green Century Equity (GCEQX) Fund

Data for Green Century Equity Fund (GCEQX) as of May 30, 2016

  • Green Century Equity Fund (GCEQX) has a less-than-ideal mid-term performance (3-year return 9.83% vs 10.74% Large Growth category median performance)
  • Green Century Equity Fund (GCEQX) has a Morningstar rating of 3 and below
  • Green Century Equity Fund (GCEQX) is less safe compared to its Large Growth peers
  • Green Century Equity Fund (GCEQX) has a higher expense ratio of 1.25% than its Large Growth average of 1.17%
See Green Century Equity Fund (GCEQX) performance details as of May 30, 2016

 

What do you think?

 

Compare Green Century Equity Fund (GCEQX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Green Century Equity2.451.279.8310.63
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Green Century Equity Fund (GCEQX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Green Century Equity Fund (GCEQX) Net Asset TrackingGreen Century Equity (GCEQX) Fund Net Asset

Track net asset change of Green Century Equity fund (GCEQX)

DateNet Asset
05/2016$164.71M
03/2016$160.69M
02/2016$144.49M
More historic net asset information on Green Century Equity Fund (GCEQX)

  

Graph of Green Century Equity Fund (GCEQX) Portfolio TrackingGreen Century Equity (GCEQX) Fund Portfolio Allocation

Track portfolio allocation change of Green Century Equity fund (GCEQX)

DateCashStockBondOther
03/20160.87%99.13%0%0%
12/20150.51%98.97%0%0.52%
10/20150.25%99.7%0%0.05%
Click here to see more historic asset allocation information on Green Century Equity Fund (GCEQX)

 

graph of Green Century Equity Fund (GCEQX) Top 10 Position TrackingTop 10 Holdings in Green Century Equity (GCEQX) Fund

Discover what Green Century Equity Fund (GCEQX) manager is buying

Mar 30, 2016
Microsoft Corporation [5.43%]
Alphabet Inc. [3%]
Procter & Gamble Company (The) [2.9%]
Alphabet Inc. [2.88%]
Verizon Communications Inc. Com [2.85%]
Coca-Cola Company (The) Common [2.49%]
Walt Disney Company (The) Commo [2.02%]
Intel Corporation [1.98%]
Pepsico, Inc. Common Stock [1.94%]
Merck & Company, Inc. Common St [1.92%]

Dec 30, 2015
Microsoft Corporation [5.61%]
Alphabet Inc. [3.12%]
Alphabet Inc. [3%]
Procter & Gamble Company (The) [2.86%]
Verizon Communications Inc. Com [2.5%]
Walt Disney Company (The) Commo [2.24%]
Intel Corporation [2.18%]
Merck & Company, Inc. Common St [1.98%]
Gilead Sciences, Inc. [1.98%]
Pepsico, Inc. Common Stock [1.95%]

Oct 30, 2015
Microsoft Corporation [5.23%]
Alphabet Inc. [2.83%]
Alphabet Inc. [2.75%]
Procter & Gamble Company (The) [2.68%]
Verizon Communications Inc. Com [2.47%]
Walt Disney Company (The) Commo [2.37%]
Intel Corporation [2.07%]
Gilead Sciences, Inc. [2.05%]
Merck & Company, Inc. Common St [2%]
Pepsico, Inc. Common Stock [1.95%]
Click here for Stock Holding Change Map in Green Century Equity Fund (GCEQX)

  

Latest News on Green Century Equity (GCEQX) Fund

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Green Century Equity Fund (GCEQX) Related ResourcesSee more information on Green Century Equity (GCEQX) Fund

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