Green Century Balanced Fund
★★★★ Overall Morningstar Rating™
Based on risk-adjusted performance against 802 Moderate Allocation Funds as of 3/31/2013.
The Balanced Fund keeps your investment dollars out of fossil fuel companies while providing an opportunity to invest in sustainable companies and environmental innovators. The Fund is actively managed and holds a mix of stocks and bonds that meet Green Century’s positive environmental criteria. The Balanced Fund screens out oil, coal and gas companies, which are key producers of global warming gases.
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.
Trillium Asset Management, LCC provides the day to day portfolio management for the Fund. Trillium is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing.
Environmental and Sustainability Strategy
The Green Century Balanced Fund does not invest in fossil fuel or nuclear power companies. Instead, the Fund invests in companies that make positive contributions to the environment so you can leverage your investment dollars into positive returns for our water, air, land and health. The Balanced Fund seeks to invest in companies that:
- Demonstrate a commitment to protecting the environment by the products they make or services they provide, including renewable energy
- Disclose their policies and performance on critical environmental sustainability criteria, such as plans to minimize risks to water, air and public health
Green Century also leads a robust environmental policy and shareholder advocacy program that promotes a sustainable economy and a clean environment. For example, Green Century recently pressed Congress to extend the wind production tax credit. We also represent shareholder concerns by challenging companies to make substantive changes that safeguard our air and water, such as reducing the use of toxic chemicals in fracking operations.
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.
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.