Mutual Funds Center
Green Century Balanced Fund (GCBLX)
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General Fund Information
Green Century Funds
29 Temple Place  
Boston MA 02111
(800) 934-7336
Category:Balanced Funds
Style:Small Cap Growth
Assets: ($ millions)$241.8

Account min.:$2,500
Reinvest. min.:$100
IRA account min.:$1,000
IRA reinvest min.:100.00
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:30.20
Avg. P/B:6.97
Avg. YTM:5.36
Avg. Coupon Rate:3.70
Fund Description
Fund invests primarily in the stocks and bonds of select companies that have clean environmental records, many of which also make positive environmental contributions.
Social Issues04/30/18
Shareholder activism:YES
Community investment:YES
Human rights:-
Products and Services:P
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:-/X/-

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance04/30/18
  Fund Return Percentile Rank *
Year to date: -0.53% 27
1 Year: 7.02% 51
Annualized returns:
3 Year: 4.14% 67
5 Year: 7.48% 27
10 Year: 6.14% 34
Since inception: 6.82% 50
Inception date: 03/18/92  
Bear Market: -11.73%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics04/30/18
Alpha 3YR:-3.26
Alpha 5YR:-2.49
Beta 3YR:1.13
Beta 5YR:1.22
R. Squared 3YR:85.96
R. Squared 5YR:85.56
Sharpe 3YR:0.48
Sharpe 5YR:0.90
Std. Dev. 3YR:7.86
Std. Dev. 5YR:7.86
Sector Distribution 
Basic Industries4.24% 
Cap. Goods & Tech.17.33% 
Consumer Cyclicals6.14% 
Consumer Non-Cyclicals36.65% 
Non - US9.71% 
Green Century Funds

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