Morningstar

GMO Climate Change Fund Class III GCCHX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See GMO Investment Hub
  • NAV / 1-Day Return —  /  —
  • Fund Size $532.8M
  • Adjusted Expense Ratio 0.780%
  • Net Expense Ratio 0.780%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Global Small/Mid Stock
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 2.27%
  • Turnover Ratio 41%

Morningstar’s Analysis GCCHX

Will GCCHX outperform in the 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 GCCHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

GMO Climate Change III holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GCCHX

More GCCHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sunrun Inc

4.57 28M
Technology

Darling Ingredients Inc

3.91 24M
Consumer Defensive

Array Technologies Inc Ordinary Shares

3.71 23M
Technology

LG Chem Ltd

3.34 20M
Basic Materials

SolarEdge Technologies Inc

3.27 20M
Technology

Sociedad Quimica Y Minera De Chile SA ADR

3.00 18M
Basic Materials

Albemarle Corp

2.97 18M
Basic Materials

Vestas Wind Systems AS

2.84 17M
Industrials

Itron Inc

2.82 17M
Technology

Contemporary Amperex Technology Co Ltd Class A

2.61 16M
Industrials

Sponsor Center