• Boston Common ESG Impact International Fund

Boston Common

  • International
  • Large-Cap
  • Core

Boston Common ESG Impact International Fund

BCAIX

Summary

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on high-quality and durable companies that are estimated to trade below their fair values.

The team also prefers companies with good governance and a track record of responsible financial management.

In addition, the team considers companies experiencing superior growth and operating successfully in their respective More

Price

Last Close

$28.84 ( -0.57 )

52 Week HL

$40.97 - $28.01

Net Assets

$472 M

Expense Ratio

1.00 %

Sector Allocation

Mar 31, 2021

Top 10 Holdings

Mar 31, 2021

Company Name

  • ING Groep
  • AXA SA
  • Sampo Oyj
  • Unilever PLC
  • ORIX Corp

Holding

  • 3.4
  • 3.3
  • 2.7
  • 2.6
  • 2.5

Company Name

  • Schneider Electric
  • TDK Corp
  • Infineon Technologies
  • Essity AB
  • Roche Holding
  • Total

Holding

  • 2.4
  • 2.3
  • 2.3
  • 2.3
  • 2.2
  • 26%

Manager

Name

Matt Zalosh

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Summary

Fact Sheet

Q4 2021

Q3 2021

Q2 2021

Annual Reports

Website

Link

Performance

YTD

-22.6 %

3 Year

2.52%

5 Year

-3.31%

Best

26.38%
2017

Worst

-22.63%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -10.9% - -19.3% 9.5% 0.4% 9% -1.9% 5.1% -0.9% 5.8% -
Q2 -12.4% 3.8% 18.2% 2.9% -0.4% 7.5% -0.6% 0.8% 2.4% -0.9% -
Q3 - 5.4% 7.6% -2.3% 1.9% 4.7% 6.3% -12.3% -5.5% 8.8% -
Q4 - -2.4% 14.9% 8.1% -13% 3.1% -4.4% 5.5% -3.1% 6% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -4.7% -5.8% -0.7% -7.7% -6% - - - - - - -
2021 -1.7% 0.2% 1.6% 1.7% 3.5% -1.4% 0.8% 3.6% 1% -2.1% -5.9% -1%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
BCAIX -23%-0%18%21%-14%26%-1%-2%-21%14%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -23%-29%2%-8%-7%8%-9%-1%--8%14%

BCAIX S&P 500

Chart +