- What does GCEQX invest in?
- The Green Century Equity Fund – Investor Class aims to deliver long-term returns that closely track the performance of the MSCI KLD 400 Social ex Fossil Fuels Index. It achieves this by investing nearly all of its capital in the common equities that constitute this benchmark index. This underlying index is constructed from the approximately 400 companies found in the broader MSCI KLD 400 Social Index. However, it explicitly removes companies involved in the entire fossil fuel value chain. This includes entities engaged in the exploration, extraction, production, manufacturing, or refining of coal, oil, or natural gas. Furthermore, it excludes companies that generate or transmit electricity derived from fossil fuels, those involved in natural gas transmission, or those possessing significant carbon reserves, all originally part of the KLD400 Index.
- What is the expense ratio of GCEQX?
- Green Century Equity Fund - Investor Class (GCEQX) charges an expense ratio of 1.20%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is GCEQX?
- Green Century Equity Fund - Investor Class (GCEQX) manages $791.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is GCEQX actively managed or an index fund?
- GCEQX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (GCEQX's is 1.20%) because there's no security selection cost.
- When was GCEQX launched?
- Green Century Equity Fund - Investor Class (GCEQX) launched in September 1995 and is managed by the fund issuer.
- How has GCEQX performed?
- GCEQX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
