About GCBLX
The Green Century Balanced Fund is an actively managed mutual fund that invests in a diversified mix of U.S. equities and investment-grade fixed-income securities, with a distinct focus on sustainability and environmental responsibility. The fund typically allocates 60% to 70% of its assets to multi-cap stocks, including leading technology and consumer companies, and 30% to 40% to bonds, of which a significant portion are green and sustainable bonds supporting global environmental initiatives.
This fund stands out for its rigorous environmental, social, and governance (ESG) criteria, completely excluding companies tied to fossil fuels, tobacco, nuclear energy, weapons, factory farming, and other industries deemed environmentally or socially harmful. Its management integrates proprietary ESG analysis to select companies that demonstrate strong governance and superior earnings growth prospects, while the fixed income side balances risk and furthers its sustainable mandate through high allocations to green bonds.
Established in 1992, the Green Century Balanced Fund is widely recognized for enabling environmentally conscious investors to pursue both capital growth and income while aligning their portfolios with sustainability values. Its approach supports not only individual investor values, but also broader environmental and social progress through shareholder advocacy and nonprofit funding.
Fund Family Green Century
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol GCBLX
Share Class Individual Investor Class
Index S&P 500 TR
GCBLX had a total return of 8.37% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.71%.
