Morningstar

GMO Resources Fund Class VI GMOWX

Morningstar Medalist Rating
Medalist Rating as of | See GMO Investment Hub
  • NAV / 1-Day Return 25.79  /  +1.14 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.610%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Natural Resources
  • Investment Style Mid Value
  • Min. Initial Investment 300M
  • Status Open
  • TTM Yield 5.22%
  • Turnover 43%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis GMOWX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

GMO Resources VI holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings GMOWX

More GMOWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Darling Ingredients Inc

3.95 46M
Consumer Defensive

BP PLC

3.07 36M
Energy

Petroleo Brasileiro SA Petrobras Participating Preferred

3.01 35M
Energy

California Resources Corp Ordinary Shares - New

3.00 35M
Energy

Vista Energy SAB de CV ADR

2.95 34M
Energy

Albemarle Corp

2.93 34M
Basic Materials

Sociedad Quimica Y Minera De Chile SA ADR

2.85 33M
Basic Materials

Shell PLC

2.82 33M
Energy

Harbour Energy PLC

2.77 32M
Energy

ConocoPhillips

2.72 32M
Energy

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