About GCBUX
Green Century Balanced Fund Institutional Class is an actively managed mutual fund designed for institutional investors seeking to align their portfolios with sustainability and environmental responsibility. The fund invests in a diversified blend of U.S. stocks and investment-grade bonds, typically allocating 60–70% of assets to multi-cap equities and 30–40% to fixed income securities. It intentionally excludes companies in sectors such as fossil fuels, tobacco, nuclear energy, weapons, factory farming, and gambling, focusing on firms that demonstrate strong corporate environmental, social, and governance (ESG) practices. Notably, over 70% of the fund's bond holdings are green or sustainable bonds that finance global environmental projects. Sector exposure includes technology, financials, consumer discretionary, and health care, with top holdings in leading firms like Microsoft and Apple. The fund leverages the expertise of Trillium Asset Management, a pioneer in ESG integration, using both quantitative and qualitative analysis to select investments. Established in 1992, Green Century Balanced Fund Institutional Class offers institutions a way to pursue capital growth and income while supporting environmental stewardship.
Fund Family Green Century
Category Allocation--50% to 70% Equity
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol GCBUX
Share Class Institutional Class
Index S&P 500 TR
GCBUX had a total return of 8.59% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.64%.
