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Morningstar

GMO Climate Change I GCCLX

Morningstar Medalist Rating
Medalist Rating as of | See GMO Investment Hub
  • NAV / 1-Day Return 24.02  /  0.33 %
  • Total Assets 857.1 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Small/Mid Stock
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.45%
  • Turnover 57%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis GCCLX

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

People Pillar

The People Pillar is our evaluation of the GCCLX 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 GCCLX’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 I's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GCCLX

More GCCLX Holdings
  • Current Portfolio Date
  • Equity Holdings 104
  • Bond Holdings 0
  • Other Holdings 15
  • % Assets in Top 10 Holdings 40.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sunrun Inc

5.10
47,811,185
Technology

Darling Ingredients Inc

5.10
47,732,019
Consumer Defensive

SolarEdge Technologies Inc

4.89
45,765,243
Technology

LG Chem Ltd

4.67
43,697,984
Basic Materials

Ameresco Inc Class A

4.22
39,565,201
Industrials

Ivanhoe Mines Ltd Class A

3.72
34,866,014
Basic Materials

Green Plains Inc

3.44
32,239,106
Basic Materials

Vestas Wind Systems A/S

3.40
31,818,503
Industrials

Nexans

3.32
31,059,468
Industrials

GrafTech International Ltd

2.39
22,410,706
Industrials