Our Funds: Green Century Balanced Fund
Financial Strategy
The Green Century Balanced Fund seeks capital growth and income from a diversified portfolio of stocks and bonds that meet Green Century’s standards for corporate environmental performance. There is no predetermined percentage of assets allocated to either stocks or bonds, although the Balanced Fund will generally invest at least 25% of its net assets in bonds and may not invest more than 75% of its net assets in stocks.
Sustainability Strategy
The Green Century Balanced Fund leads the way towards a sustainable future by investing in the stocks and bonds of companies which make positive, innovative contributions to the environment. The Balanced Fund also promotes a cleaner environment by completely avoiding investments in fossil fuel and nuclear power companies.
The Green Century Balanced Fund’s definition of an environmentally responsible company includes, but is not limited to, those that:
- Demonstrate a commitment to
preserving and enhancing the environment, as evidenced by the products
they make and the services they provide.
-
Maintain clean environmental records, and openly disclose their
policies and performance on critical environmental criteria.
- Respond positively to shareholder advocacy on environmental issues.
Learn more about investing in the Green Century Funds.
The Green Century Balanced Fund is the first US mutual fund to report its carbon impact. Read more.
The value of the stocks held in the Balanced Fund will fluctuate in response to factors that may effect a single company, industry or sector of the economy or may effect the stock market as a whole. Bonds are subject to a variety of risks, including interest rate, credit and inflation risk.
