GCBLX (Green Century:Balanced)
Net Asset Value: 18.14
1-Day Return:
0.03 (0.17%)
YTD Return as of 2/9/12:
7.27%
Classification: Mixed-Asset Target Allocation Growth Objective: Balanced Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
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Total Returns (As of 2/09/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 7.27 | 3.83 | 12.62 | 1.52 | 3.28 |
| Classification | 6.59 | 1.92 | 15.04 | 1.61 | 4.77 |
| Index (S&P 500) | 7.70 | 4.50 | 18.30 | 0.90 | 4.20 |
| % Rank in Class (1-best,100=worst) | 35 | 26 | 87 | 55 | 88 |
Fund Stats
More| Investment Objective: | Balanced |
|---|---|
| Net Assets ($Mil) | 57.30 |
| Inception Date: | 3/18/92 |
| Manager Name, Tenure | Team Managed, NA |
| Expense Ratio: | 1.38% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 9/30/11)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| International Business Machines Corp Ord | IBM | 2.33 |
| Costco Wholesale Corp Ord | COST | 2.26 |
| Apple Inc Ord | AAPL | 2.18 |
| J. M. Smucker Co Ord | SJM | 2.16 |
| Baxter International Inc Ord | BAX | 2.09 |
| Mastercard Inc Ord | MA | 2.07 |
| Chubb Corp Ord | CB | 1.95 |
| Oracle Corp Ord | ORCL | 1.85 |
| Itc Holdings Corp Ord | ITC | 1.77 |
| Jarden Corp Ord | JAH | 1.72 |
| % of Total Holdings | 20.38 | |
Stories & Blogs: Around the Web
| 2/5/2012 | Are Bank Stocks 'Responsible'? (WSJ.com) |
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