Trillium News

Trillium-Advised Green Century Balanced Fund Receives 4-Star Overall Morningstar Rating™

November 9, 2012: Green Century Capital Management and Trillium Asset Management, the advisors to Green Century’s Balanced Fund, announced today that the Balanced Fund (GCBLX) received an overall 4-star rating from Morningstar in the moderate allocation mutual fund category.

Green Century’s Balanced Fund is a fossil fuel-free fund and does not invest in oil and gas drilling, extraction or refining. “Global warming is possibly the biggest issue the planet faces. Through our investments, we can make sure we are on the solution-side of the problem,” stated Leslie Samuelrich, Senior Vice President, Green Century Capital Management. “We don’t have to look any further than Hurricane Sandy to see what erratic weather can do to our economy, communities and families.”

Matthew Patsky, CEO, Trillium Asset Management commented, “We are seeing increased interest from investors in divesting from companies primarily involved in fossil fuels. Green Century’s Balanced Fund provides a broad diversified portfolio that avoids investments in fossil fuels.”

Green Century also leads an advocacy program where it harnesses the power of shareholders to pressure companies to make changes to reduce risks to the environment and investors. Green Century is currently addressing the environmental hazards of fracking, toxic chemicals in cosmetics, tar sands drilling and GMO’s in food as well as working to curb corporate political spending and encourage the development of renewable energy.

©2012 Morningstar, Inc. All Rights Reserved.

The information contained herein:
(1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. As of 10/31/12, the Green Century Balanced Fund was rated against the following numbers of U.S.-domiciled moderate allocation funds over the following time periods: 772 funds in the last three years, 680 funds in the last five years, and 382 funds in the last ten years. With respect to these moderate allocation funds, the Green Century Balanced Fund received a Morningstar Rating of 3 stars, 3 stars and 4 stars for the three-, five- and ten-year periods, respectively. Past performance is no guarantee of future results.
The press release was originally published by Green Century Capital Management, which is solely responsible for its content. For more information visit
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