GMO International Opportunistic Value Fund
Shareclass
GMO International Opportunistic Val I (IOVFX)
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 Opportunistic Value Fund
FUND COVERAGE
# of holdings167
% of assets98%
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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
14 / 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. GSK PLC ADR2.03%$6.04M
- 2. Westpac Banking Corp0.07%$204,334
- 3. Sanofi SA1.87%$5.56M
- 4. Swedbank AB Class A0.74%$2.21M
- 5. Novartis AG ADR1.73%$5.17M
- 6. Novartis AG Registered Shares1.35%$4.02M
- 7. BNP Paribas Act. Cat.A2.51%$7.49M
- 8. BHP Group Ltd3.44%$10.25M
- 9. Canadian Imperial Bank of Commerce0.76%$2.26M
- 10. Sainsbury (J) PLC0.26%$774,115
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Daito Trust Construction Co Ltd0.18%$532,059
- 2. Russel Metals Inc0.07%$221,124
- 3. Tosoh Corp0.17%$493,426
- 4. WH Group Ltd Shs Unitary 144A/Reg S0.46%$1.38M
- 5. Hitachi Construction Machinery Co Ltd0.19%$562,585
- 6. Subaru Corp0.14%$404,097
- 7. Dai Nippon Printing Co Ltd0.09%$261,294
- 8. Magna International Inc0.46%$1.37M
- 9. Imperial Oil Ltd0.09%$254,077
- 10. Kubota Corp0.53%$1.59M
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 Opportunistic Value Fund
Totals
Holdings
Assets
Weight
Prisons
2
$4.7M
1.58%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$11.7M
3.92%
Borders high risk
0
$0
0%
Total
5
$11.7M
3.92%
Holdings — 5 flagged holdings
1.
Honda Motor Co Ltd ADR
:$3.79M
1.27%
2.
HSBC Holdings PLC ADR
:$3.2M
1.07%
3.
Honda Motor Co Ltd
:$1.85M
0.62%
4.
HSBC Holdings PLC
:$1.5M
0.5%
5.
Yamaha Motor Co Ltd
:$1.35M
0.45%
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 IOVFX
Environment
Social
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