About GCEQX
The Green Century Equity Fund Individual Investor Class is an open-end mutual fund that aims to deliver long-term total returns by tracking the performance of the MSCI KLD 400 Social ex Fossil Fuels Index. This large blend equity fund distinguishes itself through its commitment to sustainable and responsible investing, rigorously excluding companies involved in fossil fuels, tobacco, nuclear energy and weapons, GMOs, firearms, alcohol, gambling, and adult entertainment. By focusing on U.S. companies with high environmental, social, and governance (ESG) ratings, the fund offers a values-driven approach for individuals and institutions seeking environmentally conscious investment strategies.
With a portfolio composed of approximately 360 large-cap U.S. companies, the fund’s largest sector exposures include technology, communication services, consumer cyclical, and financial services. Notable holdings are prominent firms such as NVIDIA, Microsoft, and Alphabet. The fund operates with a relatively low portfolio turnover and does not charge sales loads. Established in 1991, the fund is managed by Green Century Capital Management, and uniquely, all profits from its management can be used to support environmental and public health initiatives, reinforcing its sustainability mission in the financial market.
Fund Family Green Century
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol GCEQX
Share Class Individual Investor Class
Index S&P 500 TR
GCEQX had a total return of 17.84% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.65%.
