Our Funds: Performance

 
Green Century Balanced FundAverage Annual Total Returns as of 12/31/2012
1 Year3 Year5 Year10 Year
Green Century Balanced Fund13.29%7.17%2.22%7.75%
Custom Balanced Index [1]11.40%9.19%3.78%6.64%
★★★★ Overall Morningstar Rating™
Based on risk-adjusted performance against 802 Moderate Allocation Funds as of 3/31/2013.

Green Century Equity FundAverage Annual Total Returns as of 12/31/2012
1 Year3 Year5 Year10 Year
Green Century Equity Fund11.80%7.64%0.96%5.35%
S&P 500® Index [2]16.00%10.87%1.66%7.10%
★★★ Overall Morningstar Rating™
Based on risk-adjusted performance against 1482 Large Growth Funds as of 3/31/2013.

 

The total annual fund operating expense ratios of the Green Century Balanced Fund and the Green Century Equity Fund, respectively, are 1.48% and 1.25%, as of the prospectus dated November 28, 2012.

 

The performance data quoted represents 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 lower or higher than the performance information quoted. To obtain performance information current to the most recent month-end, please call 1-800-93-GREEN. Performance is calculated after fees and includes the reinvestment of income dividends and capital gain distributions, if any. The performance shown does not reflect the deduction of taxes that a shareholder might pay on any 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.

[1] The Custom Balanced Index is comprised of a 60% weighting in the S&P Supercomposite 1500 Index (the S&P 1500 Index) and a 40% weighting in the BofA Merrill Lynch 1-10 Year US Corporate & Government Index (the BofA Merrill Lynch Index). The S&P 1500 Index is an unmanaged index of 1500 selected stocks. The BofA Merrill Lynch Index tracks the performance of U.S. dollar-denominated investment grade government and corporate public debt issued in the U.S. domestic bond market with at least 1 year and less than 10 years remaining maturity, including U.S. treasury, U.S. agency, foreign government, supranational and corporate securities. It is not possible to invest directly in the Custom Balanced Index.

[2] The S&P 500® Index is an unmanaged index of 500 selected common stocks, most of which are listed on the New York Stock Exchange. The S&P 500® Index is heavily weighted toward stocks with large market capitalization and represents approximately two-thirds of the total market value of all domestic stocks. It is not possible to invest directly in the S&P 500® Index.