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Boston Common ESG Impact U.S. Equity Fund (BCAMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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69.99+0.38 (+0.55%)
At close: 08:00PM EDT

Boston Common ESG Impact U.S. Equity Fund

MILWAUKEE MA 53202

MK-WI-T4

PROFESSIONALLY MANAGED PORT(Boston)

414-765-5348
Management information
Geeta B. Aiyer,Lead manager since 29 April 2012
Geeta B. Aiyer, CFA, is the President, Founder and Chief Strategist of Boston Common Asset Management, LLC. Geeta founded Boston Common in 2002 and has served as its President since then. She has worked with sustainable and responsible investing since 1988, helping shape the evolving definition of global sustainable investing. Geeta received her M.B.A. from Harvard University and her B.A. and M.A. degrees from the University of Delhi, India.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyBoston Common
Net assets64.45M
YTD return16.07%
Yield0.43%
Morningstar rating★★★
Inception date29 Apr 2012

Fund operations

Last dividend0.30
Last cap gain34.00
Holdings turnover32.00%
Average for categoryN/A

Fees and expenses

ExpenseBCAMXCategory average
Annual report expense ratio (net)1.00%0.78%
Prospectus net expense ratio1.00%N/A
Prospectus gross expense ratio1.17%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A