NasdaqGM - Delayed Quote • USD
GMO Climate Change Fund Class I (0P00019IRZ)
At close: April 5 at 4:00 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
Broker Availability Information Not Available
Fund Summary
Under normal market conditions, the fund invests at least 80% of its assets in companies in "climate change-related industries". The advisor considers "climate change-related industries" to include clean energy, batteries and storage, electric grid, energy efficiency, recycling and pollution control, agriculture, water, and businesses that service such industries. The fund is permitted to invest directly and indirectly in equities of companies tied economically to any country in the world, including emerging countries.
Fund Overview
| Category | World Small/Mid Stock |
| Fund Family | GMO |
| Net Assets | 806.35M |
| YTD Return | -6.34% |
| Yield | 1.02% |
| Morningstar Rating | |
| Inception Date | Jan 16, 2020 |
Performance & Risk
| YTD Return | -8.24% |
| 5y Average Return | 6.63% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.50 |
| Morningstar Risk Rating |
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