Morningstar

GMO Climate Change R6 GCCAX

Morningstar Medalist Rating
Medalist Rating as of | See GMO Investment Hub
  • NAV / 1-Day Return 22.39  /  −1.41 %
  • Total Assets 770.6 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Global Small/Mid Stock
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.02%
  • Turnover 57%

USD | NAV as of Oct 03, 2024 | 1-Day Return as of Oct 03, 2024, 10:16 PM GMT+0

Morningstar’s Analysis GCCAX

Will GCCAX 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 GCCAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GCCAX 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 GCCAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin GMO Climate Change R6's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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Portfolio Holdings GCCAX

More GCCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sunrun Inc

5.92 44.6 Mil
Technology

Darling Ingredients Inc

5.03 37.9 Mil
Consumer Defensive

LG Chem Ltd

4.85 36.5 Mil
Basic Materials

Nexans

4.19 31.5 Mil
Industrials

Ivanhoe Mines Ltd Class A

4.00 30.1 Mil
Basic Materials

Ameresco Inc Class A

3.85 28.9 Mil
Industrials

Green Plains Inc

2.63 19.8 Mil
Basic Materials

SolarEdge Technologies Inc

2.51 18.9 Mil
Technology

Valeo SA

2.43 18.3 Mil
Consumer Cyclical

Veolia Environnement SA

2.43 18.3 Mil
Industrials

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