Morningstar

Boston Common ESG Impact Em Mkts BCEMX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Common Investment Hub
  • NAV / 1-Day Return 24.72  /  +2.57 %
  • Total Assets 63.0 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.94%
  • Turnover 20%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis BCEMX

Will BCEMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BCEMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BCEMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BCEMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Boston Common ESG Impact Em Mkts's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings BCEMX

More BCEMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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