Nasdaq - Delayed Quote USD

GMO Climate Change R6 (GCCAX)

23.90 +0.21 (+0.89%)
At close: 8:00 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

  • Mid Atlantic Capital Corp
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Institutional FundsNetwork
  • RBC Wealth Management-Advisory Eligible
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Thrivent – Advisory Eligible
  • Morgan Stanley Select UMA
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • LPL SWM - 01.24.2024
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

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 830.19M
YTD Return -11.70%
Yield 1.08%
Morningstar Rating
Inception Date Jan 16, 2020

Performance & Risk

YTD Return -4.13%
5y Average Return 0.00%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.52
Morningstar Risk Rating

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