Divestment - Fossil Fuel Free Investing

Investing Fossil Fuel Free

“It does not make sense to invest my retirement money in a company whose business plan means that there won’t be an earth to retire on.” - Bill McKibben

Why should I invest fossil fuel free?

The vast majority of investors own fossil fuels through their mutual funds - which typically invest in oil, gas, and coal companies. So it is very likely that you are invested in fossil fuel companies, whether you intend to be or not. Now is the time for investors to evaluate the role of fossil fuels in their portfolios.

Divesting with the Green Century Balanced Fund

For investors who care about climate change, keeping investments out of fossil fuel companies is a direct way to act on this concern. Consider a fossil fuel free portfolio: the Green Century Balanced Fund does not hold any oil, gas, or coal investments. The Balanced Fund is one of just two responsible, broad-based fossil fuel free mutual funds in the nation.

Invest in the Green Century Balanced Fund

Learn more about the Green Century Balanced Fund

How might divesting affect my portfolio?

Divesting from fossil fuel companies could have a negligible impact on a portfolio’s performance. A new study by the investment firm Aperio Group indicates that screening out the whole traditional energy industry only adds a small amount of increased risk to a portfolio.*

The Green Century Balanced Fund has received a ★★★★Overall Morningstar Rating™
Based on risk-adjusted performance against 802 Moderate Allocation Funds as of 3/31/2013.

To inform our investors and lead the way for other financial firms, the Green Century Balanced Fund became the first U.S. mutual fund to report its carbon impact.

Learn how to invest and open an account with Green Century Funds.

Read the Balanced Fund’s Brief that includes the top ten holdings, industry sectors, asset allocation and information on the portfolio managers.

*Patrick Geddes, Aperio Group, Do the Investment Math: Building a Carbon-Free Portfolio.

The value of the stocks held in the Balanced Fund will fluctuate in response to factors that may affect a single company, industry or sector of the economy or may affect the stock market as a whole. Bonds are subject to a variety of risks, including interest rate, credit and inflation risk.

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The performance information provided on this website is past performance, and past performance is not a guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance quoted. To obtain performance current to the most recent month-end, please call 1-800-93-GREEN. Performance includes the reinvestment of income dividends and capital gains distributions. Performance shown does not reflect the deduction of taxes that a shareholder might pay on Fund distributions or the redemption of Fund shares. A redemption fee of 2.00% may be imposed on redemptions or exchanges of shares you have owned for 60 days or less. Please see the prospectus for more information.

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For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. As of 3/31/13, the Green Century Balanced Fund was rated against the following numbers of U.S.-domiciled moderate allocation funds over the following time periods: 802 funds in the last three years, 697 funds in the last five years, and 414 funds in the last ten years. With respect to these moderate allocation funds, the Green Century Balanced Fund received a Morningstar Rating of 3 stars, 3 stars and 4 stars for the three-, five- and ten-year periods, respectively. Past performance is no guarantee of future results.

You should carefully consider the Funds' investment objectives, risks, charges and expenses before investing. To obtain a Prospectus that contains this and other information about the Funds, please click here for more information, email info@greencentury.com or call 1-800-93-GREEN. Please read the Prospectus carefully before investing. Investments are not FDIC insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Stocks will fluctuate in response to factors that may affect a single company, industry, sector, or the market as a whole and may perform worse than the market. Bonds are subject to risks including interest rate, credit, and inflation.

The MSCI KLD 400 Social Index is a free float-adjusted market capitalization index designed to provide exposure to U.S. companies that have positive Environmental, Social and Governance (ESG) characteristics and consists of 400 companies selected from the MSCI USA Investable Market Index. It is not possible to invest directly in an index.

The Green Century Equity Fund (the “Fund”) is not sponsored, endorsed, or promoted by MSCI, its affiliates, information providers or any other third party involved in, or related to, compiling, computing or creating the MSCI indices (the “MSCI Parties”), and the MSCI Parties bear no liability with respect to the Fund or any index on which the Fund is based. The MSCI Parties are not sponsors of the Fund and are not affiliated with the Fund in any way. The Statement of Additional Information contains a more detailed description of the limited relationship the MSCI Parties have with Green Century Capital Management and the Fund.

The Green Century Funds are distributed by UMB Distribution Services, LLC.

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Investing Fossil Fuel Free

“It does not make sense to invest my retirement money in a company whose business plan means that there won’t be an earth to retire on.” - Bill McKibben

Why should I invest fossil fuel free?

Divesting with the Green Century Balanced Fund

How might divesting affect my portfolio?