Green Century Equity Fund - Investor Class
GCEQX
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- Green Century Equity Fund - Investor Class (GCEQX) is a passively managed, open-end mutual fund that seeks long-term total return matching the performance of the MSCI KLD 400 Social ex Fossil Fuels Index, a customized sustainability benchmark comprising approximately 400 U.S. companies with superior environmental, social, and governance (ESG) ratings. Launched in June 1991 and headquartered in Boston, Massachusetts, the fund is advised by Green Century Capital Management, Inc., with Northern Trust Investments serving as sub-advisor for daily portfolio management; it primarily invests in common stocks of large-cap U.S. companies across sectors such as technology, financial services, communication services, consumer cyclical, and healthcare, while excluding firms involved in coal, oil, and gas exploration, extraction, processing, refining, or transmission; tobacco production; nuclear energy and weapons; firearms and military weapons; and producers of genetically modified organisms. The Investor Class shares carry a net expense ratio of 1.20%, a minimum initial investment of $2,500 for regular accounts or $1,000 for IRAs, and no sales loads or 12b-1 fees, with assets under management for the share class totaling approximately $403 million as of late 2025. The fund maintains a highly concentrated portfolio tracking the index, which is reviewed annually and rebalanced quarterly, with top holdings including NVIDIA Corp. (15.98%), Microsoft Corp. (12.79%), Alphabet Inc. Class A (4.97%), Tesla Inc. (4.60%), and Alphabet Inc. Class C (4.24%) as of September 30, 2025; asset allocation consists of 99.85% common stocks and 0.15% cash equivalents. Green Century Capital Management oversees operations, compliance, and shareholder advocacy efforts, engaging with portfolio companies to enhance sustainability practices, while all net profits support nonprofit environmental and public health advocacy organizations that founded the firm in 1991. The fund targets individual and institutional investors seeking fossil fuel-free, ESG-aligned equity exposure, primarily in the U.S. market, with minor non-U.S. stock holdings (0.91%). In recent developments, Green Century Funds announced on December 1, 2025, significant enhancements to its sibling Green Century Balanced Fund, including a 21 basis point expense ratio reduction (to 0.95% for institutional shares and 1.25% for investor shares), increased diversification through active management by a five-person team at Northern Trust, and reaffirmed fossil fuel exclusions, reflecting broader strategic improvements in cost efficiency and sustainability leadership across the fund family. During the 2024-2025 shareholder advocacy season, the firm secured 11 new environmental policy victories through engagements with 58 companies, including policy advancements at Whirlpool for appliance repair manuals and at Jack in the Box for environmental goal reporting. Portfolio managers Keith Carroll and Christopher Jaeger assumed responsibilities in September 2024, ensuring continuity in index-tracking execution.