GMO Resources Fund

Shareclass

GMO Resources IV (GOVIX)

Type

Open-end mutual fund

Manager

GMO

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

72.1

percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 243 out of 867 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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. Shell PLC
2.96% of assets
$45.4M invested
2. BP PLC
4.15% of assets
$63.77M invested
3. Aker BP ASA
1.45% of assets
$22.2M invested
4. Santos Ltd
0.49% of assets
$7.56M invested
5. Anglo American PLC
1.5% of assets
$23.09M invested
6. Neste OYJ
2.05% of assets
$31.43M invested
7. Eni SpA
1.13% of assets
$17.3M invested
8. Equinor ASA
1.39% of assets
$21.31M invested
9. Albemarle Corp
1.21% of assets
$18.56M invested
10. OMV AG
0.95% of assets
$14.59M 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. Liberty Energy Inc Class A
0.54% of assets
$8.31M invested
2. Viper Energy Inc Ordinary Shares - Class A
0.36% of assets
$5.56M invested
3. Advanced Drainage Systems Inc
0.76% of assets
$11.71M invested
4. NexGen Energy Ltd
0.98% of assets
$15.06M invested
5. United Energy Group Ltd
0.33% of assets
$5.01M invested
6. Valmont Industries Inc
0.32% of assets
$4.89M invested
7. NEXTracker Inc Ordinary Shares - Class A
0.85% of assets
$13.01M invested
8. Whitecap Resources Inc
0.44% of assets
$6.73M invested
9. Japan Petroleum Exploration Co Ltd
0.34% of assets
$5.17M invested
10. Darling Ingredients Inc
3.41% of assets
$52.38M invested

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Financial performance

Performance data provided by

Find more financial data on GOVIX at Morningstar.com

Gender 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.

Benchmarking tool

Current fund

GOVIX

GMO Resources Fund

Family

GMO

Category

Natural Resources

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

2.49% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

GOVIX

GMO Resources Fund

Family

GMO

Category

Natural Resources

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

2.49% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

GOVIX

GMO Resources Fund

Family

GMO

Category

Natural Resources

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

2.49% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
GOVIX - GMO Resources Fund

-19.13%

-11.13%

12%

6.5%

53 / 100 points

Benchmark

7.43%

7.17%

15%

8.99%

55 / 100 points

Fund compared to benchmark

-26.56%

-18.29%

-3.04%

-2.49%

2 / 100 points lower

Find more financial data on GOVIX at Morningstar.com

What's next?

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