Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Boston Common ESG Impact US Equity BCAMX
- NAV / 1-Day Return 71.27 / +0.11 %
- Total Assets 65.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 10,000
- Status Open
- TTM Yield 0.42%
- Turnover 32%
USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:16 PM GMT+0
Morningstar’s Analysis BCAMX
Will BCAMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 44.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.58 | 5.5 Mil | Technology |
Apple Inc | 6.94 | 4.5 Mil | Technology |
Alphabet Inc Class C | 5.62 | 3.6 Mil | Communication Services |
NVIDIA Corp | 4.53 | 2.9 Mil | Technology |
Broadcom Inc | 3.90 | 2.5 Mil | Technology |
Visa Inc Class A | 3.31 | 2.1 Mil | Financial Services |
Netflix Inc | 3.03 | 2.0 Mil | Communication Services |
Merck & Co Inc | 2.89 | 1.9 Mil | Healthcare |
TJX Companies Inc | 2.71 | 1.7 Mil | Consumer Cyclical |
Costco Wholesale Corp | 2.66 | 1.7 Mil | Consumer Defensive |