GMO International Equity Allocation Fund
Shareclass
GMO International Equity Allocation R6 (GSXMX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund GMO International Equity Allocation Fund
FUND COVERAGE
# of holdings265
% of assets65%
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
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
13 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 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 SE0.27%$968,496
- 2. GSK PLC ADR0.7%$2.54M
- 3. Westpac Banking Corp0.01%$43,679
- 4. Sanofi SA1.38%$5.01M
- 5. Swedbank AB Class A0.13%$472,820
- 6. Novartis AG Registered Shares0.63%$2.28M
- 7. Novartis AG ADR0.3%$1.11M
- 8. BNP Paribas Act. Cat.A0.53%$1.91M
- 9. BHP Group Ltd0.6%$2.19M
- 10. Canadian Imperial Bank of Commerce0.13%$483,831
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Sankyu Inc0.23%$840,521
- 2. Yangzijiang Shipbuilding (Holdings) Ltd0.33%$1.2M
- 3. Konami Group Corp0.59%$2.15M
- 4. Daito Trust Construction Co Ltd0.03%$113,734
- 5. THK Co Ltd0.17%$621,843
- 6. Kraftia Corp0.12%$442,962
- 7. Stanley Electric Co Ltd0.18%$650,668
- 8. Russel Metals Inc0.01%$47,268
- 9. Nichias Corp0.09%$310,809
- 10. Daido Steel Co Ltd0.04%$142,535
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 International Equity Allocation Fund
Totals
Holdings
Assets
Weight
Prisons
2
$2.1M
0.58%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
7
$9.42M
2.6%
Borders high risk
0
$0
0%
Total
7
$9.42M
2.6%
Holdings — 7 flagged holdings
1.
NEC Corp
:$4.68M
1.29%
2.
Yamaha Motor Co Ltd
:$1.33M
0.37%
3.
HSBC Holdings PLC ADR
:$1.3M
0.36%
4.
Honda Motor Co Ltd ADR
:$810,312
0.22%
5.
HSBC Holdings PLC
:$802,207
0.22%
6.
Honda Motor Co Ltd
:$396,427
0.11%
7.
Smiths Group PLC
:$99,561
0.03%
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 Equity Allocation Fund GSXMX
Environment
Social
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