Our Funds: Green Century Balanced Fund
The Green Century Balanced Fund seeks capital growth and income from a diversified portfolio of stocks and bonds that meet Green Century Capital Management's ("Green Century") standards for corporate environmental performance. The Green Century Balanced Fund invests primarily in the stocks and bonds of environmentally committed companies, many of which also make positive, innovative contributions to the environment. Since its inception in 1992, the Balanced Fund has avoided companies that produce nuclear energy or tobacco products. 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.
The Green Century Balanced Fund seeks to promote environmentally proactive corporate behavior and a cleaner environment by investing its assets in companies that Green Century believes are working to reduce their impact on the environment. Such companies include, but are 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.
- Make positive contributions toward actively promoting a healthier environment, including companies that produce renewable energy products and those that offer effective remedies for existing environmental problems.
- Respond positively to shareholder advocacy on environmental issues.
The value of the stocks held in the Balanced Fudn 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.
Green Century Balanced Fund is the first US mutual fund to report its carbon impact. Read more.
Learn more about investing in the Green Century Funds.
