Green Century Balanced Fund Quote
GCBLX Fund | USD 35.79 0.19 0.53% |
PerformanceSolid
| Odds Of DistressLow
|
Green Century is trading at 35.79 as of the 5th of July 2025; that is 0.53 percent up since the beginning of the trading day. The fund's open price was 35.6. Green Century has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 6th of April 2025 and ending today, the 5th of July 2025. Click here to learn more.
The fund invests primarily in the stocks and bonds of U.S. companies the funds adviser believes are environmentally responsible and sustainable. There is no predetermined percentage of assets allocated to either stocks or bonds, although the fund will generally invest at least 25 percent of its net assets in bonds and may not invest more than 75 percent of its net assets in stocks.. More on Green Century Balanced
Moving together with Green Mutual Fund
Green Mutual Fund Highlights
Fund Concentration | Green Century Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Green Century (View all Sectors) |
Update Date | 30th of June 2025 |
Expense Ratio Date | 28th of November 2022 |
Fiscal Year End | July |
Green Century Balanced [GCBLX] is traded in USA and was established 5th of July 2025. Green Century is listed under Green Century category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Green Century family. This fund currently has accumulated 391.86 M in assets under management (AUM) with minimum initial investment of 2.5 K. Green Century Balanced is currently producing year-to-date (YTD) return of 1.4% with the current yeild of 0.0%, while the total return for the last 3 years was 6.13%.
Check Green Century Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Green Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Green Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Green Century Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Green Century Balanced Mutual Fund Constituents
COST | Costco Wholesale Corp | Stock | Consumer Staples | |
VZ | Verizon Communications | Stock | Communication Services | |
TJX | The TJX Companies | Stock | Consumer Discretionary | |
MA | Mastercard | Stock | Financials | |
TT | Trane Technologies plc | Stock | Industrials | |
PYPL | PayPal Holdings | Stock | Financials | |
NKE | Nike Inc | Stock | Consumer Discretionary | |
MSFT | Microsoft | Stock | Information Technology |
Green Century Balanced Risk Profiles
Mean Deviation | 0.6296 | |||
Semi Deviation | 0.9227 | |||
Standard Deviation | 1.06 | |||
Variance | 1.12 |
Green Century Against Markets
Other Information on Investing in Green Mutual Fund
Green Century financial ratios help investors to determine whether Green Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Green with respect to the benefits of owning Green Century security.
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