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Morningstar

GMO Climate Change III GCCHX

Morningstar Medalist Rating
Medalist Rating as of | See GMO Investment Hub
  • NAV / 1-Day Return 23.33  /  −0.21 %
  • Total Assets 874.1 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Small/Mid Stock
  • Investment Style Mid Blend
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.09%
  • Turnover 57%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis GCCHX

Will GCCHX 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 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.

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

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 GCCHX

More GCCHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Darling Ingredients Inc

5.25 42.6 Mil
Consumer Defensive

Sunrun Inc

5.23 42.5 Mil
Technology

SolarEdge Technologies Inc

5.08 41.3 Mil
Technology

Nexans

4.98 40.5 Mil
Industrials

LG Chem Ltd

4.64 37.7 Mil
Basic Materials

Ivanhoe Mines Ltd Class A

4.44 36.1 Mil
Basic Materials

Green Plains Inc

3.13 25.4 Mil
Basic Materials

Ameresco Inc Class A

2.98 24.2 Mil
Industrials

Valeo SA

2.51 20.4 Mil
Consumer Cyclical

Veolia Environnement SA

2.32 18.9 Mil
Industrials