GMO Global Equity Allocation Fund
Shareclass
GMO Global Equity Allocation R6 (GMADX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund GMO Global Equity Allocation Fund
FUND COVERAGE
# of holdings660
% of assets71%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Allianz SE0.14%$856,636
- 2. GSK PLC ADR0.4%$2.41M
- 3. National Grid PLC<0.01%$37,498
- 4. Westpac Banking Corp<0.01%$44,158
- 5. Sanofi SA0.77%$4.58M
- 6. Diageo PLC0.14%$813,271
- 7. Swedbank AB Class A0.08%$478,014
- 8. Procter & Gamble Co<0.01%$49,709
- 9. Iberdrola SA<0.01%$44,955
- 10. Novartis AG Registered Shares0.36%$2.13M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Supernus Pharmaceuticals Inc0.01%$85,729
- 2. RBC Bearings Inc0.14%$848,433
- 3. Virtu Financial Inc Class A0.01%$64,890
- 4. Sankyu Inc0.2%$1.2M
- 5. Enova International Inc0.09%$555,157
- 6. ACV Auctions Inc Ordinary Shares - Class A0.02%$98,920
- 7. Mueller Industries Inc0.02%$90,827
- 8. EVRAZ PLC<0.01%$347
- 9. Lennar Corp Class A0.06%$353,221
- 10. Trustmark Corp<0.01%$41,226
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund GMO Global Equity Allocation Fund
Totals
Holdings
Assets
Weight
Prisons
19
$18.94M
3.17%
Prisons high risk
3
$1.16M
0.19%
Private prisons
1
$26,295
<0.01%
Borders
25
$28.98M
4.86%
Borders high risk
5
$2.14M
0.36%
Total
32
$33.15M
5.56%
Holdings — 32 flagged holdings
1.
Microsoft Corp
:$4.96M
0.83%
2.
NEC Corp
:$4.44M
0.74%
3.
Alphabet Inc Class A
:$3.73M
0.63%
4.
Elevance Health Inc
$2.21M
0.37%
5.
Thermo Fisher Scientific Inc
:$2.07M
0.35%
6.
Salesforce Inc
:$1.76M
0.29%
7.
Accenture PLC Class A
:$1.61M
0.27%
8.
Amazon.com Inc
:$1.48M
0.25%
9.
HSBC Holdings PLC ADR
:$1.24M
0.21%
10.
Yamaha Motor Co Ltd
:$1.22M
0.2%
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 Global Equity Allocation Fund GMADX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer