GMO International Equity Allocation Fund
Shareclass
GMO International Equity Allocation R6 (GSXMX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 615 out of 1,095 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
13/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
GMO International Equity Allocation Fund GSXMX
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Allianz SE0.27% of assets$968,496 invested
- 2. GSK PLC ADR0.7% of assets$2.54M invested
- 3. Westpac Banking Corp0.01% of assets$43,679 invested
- 4. Sanofi SA1.38% of assets$5.01M invested
- 5. Swedbank AB Class A0.13% of assets$472,820 invested
- 6. Novartis AG Registered Shares0.63% of assets$2.28M invested
- 7. Novartis AG ADR0.3% of assets$1.11M invested
- 8. BNP Paribas Act. Cat.A0.53% of assets$1.91M invested
- 9. BHP Group Ltd0.6% of assets$2.19M invested
- 10. Canadian Imperial Bank of Commerce0.13% of assets$483,831 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Sankyu Inc0.23% of assets$840,521 invested
- 2. Yangzijiang Shipbuilding (Holdings) Ltd0.33% of assets$1.2M invested
- 3. Konami Group Corp0.59% of assets$2.15M invested
- 4. Daito Trust Construction Co Ltd0.03% of assets$113,734 invested
- 5. THK Co Ltd0.17% of assets$621,843 invested
- 6. Kraftia Corp0.12% of assets$442,962 invested
- 7. Stanley Electric Co Ltd0.18% of assets$650,668 invested
- 8. Russel Metals Inc0.01% of assets$47,268 invested
- 9. Nichias Corp0.09% of assets$310,809 invested
- 10. Daido Steel Co Ltd0.04% of assets$142,535 invested
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Financial performance
Performance data provided by
Find more financial data on GSXMX at Morningstar.com
Find more financial data on GSXMX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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