Green Century Balanced Fund
GCBLX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 114 State Street Boston MA United States of America 02109
- IPO Date
- Mar 16, 1992
- CIK
- 0000877232
- Website
- greencentury.com
- Similar Companies
- Business
- Green Century Balanced Fund (GCBLX) is an actively managed mutual fund that seeks capital growth and current income through a diversified portfolio of common stocks and bonds, with investments screened to exclude companies involved in environmentally harmful activities. The fund avoids issuers that explore for, extract, produce, manufacture or refine coal, oil or gas; produce or transmit electricity derived from fossil fuels; own fossil fuel reserves; engage in nuclear energy production or nuclear weapons; produce tobacco; operate factory farms; produce genetically modified organisms; or manufacture metals, biocides, specialty chemicals, firearms or military weapons, as well as companies misaligned with United Nations Sustainable Development Goals related to clean energy, life below water, life on land and climate action. It invests in well-managed companies supporting projects such as solar installations, climate mitigation and water protection, featuring asset allocations typically comprising approximately 63% common stocks, 36% bonds and 1% cash equivalents, with top holdings including NVIDIA Corp., Microsoft Corp., Apple Inc., Alphabet Inc. and Mastercard Inc. Launched in March 1992 and domiciled in the United States, the fund is advised by Green Century Capital Management and sub-advised by Northern Trust Asset Management, with a team of five portfolio managers—Mousumi Chinara, Chaitanya Mandavakuriti, Christine Tinker, Quinn Whitaker and Peter Wilke—overseeing day-to-day operations from locations including Chicago. Green Century Capital Management, established in 1991 as a nonprofit cooperative, directs all profits to its nonprofit owners and promotes environmental progress through shareholder advocacy. The fund targets individual and institutional investors seeking sustainable moderate allocation strategies, with minimum investments of $2,500 for regular accounts ($1,000 for IRAs) and no sales charges or 12b-1 fees; the individual investor share class carries a net expense ratio of 1.25%, while the institutional class (GCBUX, launched November 2020) is 0.95%. In December 2025, the fund implemented significant enhancements effective December 1, including a 21 basis-point reduction in gross expense ratios to improve cost efficiency for investors, alongside increased portfolio diversification through its actively managed stock and bond mix while maintaining fossil fuel-free exclusions for tobacco and factory farms. These updates leverage Northern Trust's research-driven expertise to broaden investment opportunities and reinforce sustainability leadership. The fund operates primarily for U.S. investors with global exposure via non-U.S. stocks and bonds.