GMO International Opportunistic Value Fund
Shareclass
GMO International Opportunistic Val R6 (GMBCX)
Type
Open-end mutual fund
Manager
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, above the threshold of 1.5%. Assigned a grade of F.
How we track deforestation-risk investments
How we track deforestation-risk investments
F
19.99%
INVESTED IN DEFORESTATION-RISK COMPANIES
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
29
holdings flagged
20%
of assets flagged
This fund contains
$82 MILLION invested
in holdings flagged for deforestation riskTake action
Commodity producers
5 holdings
2.58% of assets
$10.63 MILLION invested
Banks and lenders
11 holdings
12% of assets
$47.83 MILLION invested
Major consumer brands
16 holdings
6.9% of assets
$28.38 MILLION invested
Commodity producers
5 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
5 HOLDINGS
- % of portfolio$ invested
- 1. ITOCHU Corp
0.77%0.77% of portfolio$3.19M$3.19M invested - 2. Marubeni Corp0.63%0.63% of portfolio$2.59M$2.59M invested
- 3. Mitsubishi Corp0.41%0.41% of portfolio$1.68M$1.68M invested
- 4. WH Group Ltd Shs Unitary 144A/Reg S
0.39%0.39% of portfolio$1.61M$1.61M invested - 5. Sumitomo Forestry Co Ltd0.38%0.38% of portfolio$1.56M$1.56M invested
Banks and lenders
11 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
11 HOLDINGS
View next 5
Major consumer brands
16 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
16 HOLDINGS
- % of portfolio$ invested
- 1. Nestle SA
0.95%0.95% of portfolio$3.91M$3.91M invested - 2. Mitsui & Co Ltd0.92%0.92% of portfolio$3.78M$3.78M invested
- 3. Daiwa House Industry Co Ltd
0.87%0.87% of portfolio$3.59M$3.59M invested - 4. Compagnie de Saint-Gobain SA0.8%0.8% of portfolio$3.3M$3.3M invested
- 5. Koninklijke Ahold Delhaize NV0.68%0.68% of portfolio$2.82M$2.82M invested
View next 5
View more info
DATA AS OF 28 Feb 2025
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 Opportunistic Value Fund GMBCX
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Financial performance
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Find more financial data on GMBCX at Morningstar.com
Find more financial data on GMBCX at Morningstar.comTake Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
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