Financial Analysis And Research Of Mutual Fund - 1832 Words

Financial Analysis and Research of Mutual Fund GCEQX The purpose analyses is based on the Green Century Funds. In this mutual fund involves with the environment and has organized with other companies to help the environment. How to support the environment stablility. This will be the reason the investors would use the funds to help society and will be on climate change. The overview of this paper us the GCEQX has a long-term total return, which involves in stocks. The fund uses the environmental, social, government standards to make earth a better way to live. Above all, it would help so many companies. Last, they use the Fossil Fuels Index which contributes oil, gas, and coil. The SRI/BRI mutual fund reviewed is based on the social†¦show more content†¦The Green Century fund involves with going green and they use private companies. Maybe the companies cannot agree to the measure of the standards. The screening process will be the environmental positive impact which includes engineered organisms (GMO), and others. They try to decrease the negative environmental impact for the fossil fuels companies. The rate of return of the GCEQX for five years at 11.04% and for ten years is 6.18%, since inception rates to June 3, 1991. The SP 500 Index for the 5-years are 11.58% and 10-years are 7.01%. To compare with GCEQX and the SP 500 Index are decreasing through those years, but the SP 500 Index is higher in percentage than the Green Century Equity Fund. The Fidelity Spartan 500 Index Fund Class Inv (FUSEX) with the five year return rate of 10.92% and for the ten years is 6.84% and comparing to the mutual fund the percentage is still higher. It is shown in Appendix A as a chart for the comparison. Vanguard FTSE Social Index Fund Investor Shares (VFTSX) has a five year of rate of return are 12.27% and for the ten years are 6.44% and the comparison to the Green Century Equity Fund will be less than the social index fund. For both the five and ten years rate of return are in the 1% of total returns. The mutual fund collaborates with other companies that include in the environment for example Fossil Fuels Index. The mutual fund makes â€Å"about 360 stocks† is greater than the 30 stocks with this