Green Century Balanced Fund Quote
| GCBLX Fund | USD 37.64 0.08 0.21% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Green Century is trading at 37.64 as of the 27th of November 2024; that is 0.21 percent up since the beginning of the trading day. The fund's open price was 37.56. Green Century has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Green Century Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests primarily in the stocks and bonds of U.S. companies the funds adviser believes are environmentally responsible and sustainable. There is no predetermined percentage of assets allocated to either stocks or bonds, although the fund will generally invest at least 25 percent of its net assets in bonds and may not invest more than 75 percent of its net assets in stocks.. More on Green Century Balanced
Moving together with Green Mutual Fund
Green Mutual Fund Highlights
| Fund Concentration | Green Century Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Green Century (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of November 2022 |
| Fiscal Year End | July |
Green Century Balanced [GCBLX] is traded in USA and was established 27th of November 2024. Green Century is listed under Green Century category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Green Century family. This fund currently has accumulated 391.86 M in assets under management (AUM) with minimum initial investment of 2.5 K. Green Century Balanced is currently producing year-to-date (YTD) return of 12.1% with the current yeild of 0.0%, while the total return for the last 3 years was 1.57%.
Check Green Century Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Green Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Green Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Green Century Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Green Century Balanced Mutual Fund Constituents
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| MA | Mastercard | Stock | Financials | |
| TT | Trane Technologies plc | Stock | Industrials | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| MSFT | Microsoft | Stock | Information Technology |
Green Century Balanced Risk Profiles
| Mean Deviation | 0.3412 | |||
| Semi Deviation | 0.4624 | |||
| Standard Deviation | 0.4467 | |||
| Variance | 0.1995 |
Green Century Against Markets
Other Information on Investing in Green Mutual Fund
Green Century financial ratios help investors to determine whether Green Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Green with respect to the benefits of owning Green Century security.
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