GMO U.S. Opportunistic Value Fund
Shareclass
GMO U.S. Opportunistic Value Vi (UUOAX)
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 U.S. Opportunistic Value Fund
FUND COVERAGE
# of holdings162
% of assets99%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co0.06%$205,094
- 2. Bank of America Corp1.91%$6.07M
- 3. Mondelez International Inc Class A0.24%$763,392
- 4. Citigroup Inc1.23%$3.9M
- 5. General Mills Inc0.78%$2.48M
- 6. JPMorgan Chase & Co2.62%$8.32M
- 7. Wells Fargo & Co0.24%$763,041
- 8. Ford Motor Co0.38%$1.2M
- 9. PepsiCo Inc0.28%$905,427
- 10. Johnson & Johnson3.5%$11.14M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Enova International Inc0.28%$878,576
- 2. Mueller Industries Inc0.12%$374,742
- 3. Lennar Corp Class A0.46%$1.46M
- 4. AutoNation Inc0.45%$1.42M
- 5. PACCAR Inc0.33%$1.04M
- 6. Steel Dynamics Inc0.09%$288,024
- 7. Federated Hermes Inc Class B0.15%$470,200
- 8. NewMarket Corp0.12%$366,343
- 9. Nucor Corp0.57%$1.81M
- 10. Match Group Inc Ordinary Shares - New0.35%$1.11M
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 U.S. Opportunistic Value Fund
Totals
Holdings
Assets
Weight
Prisons
11
$18.47M
5.81%
Prisons high risk
1
$455,331
0.14%
Private prisons
0
$0
0%
Borders
8
$11.76M
3.7%
Borders high risk
2
$1.6M
0.5%
Total
14
$22.13M
6.96%
Holdings — 14 flagged holdings
1.
Target Corp
$3.39M
1.07%
2.
General Motors Co
:$3.03M
0.95%
3.
Elevance Health Inc
$2.67M
0.84%
4.
The Kroger Co
$2.47M
0.78%
5.
Alphabet Inc Class A
:$1.8M
0.57%
6.
AT&T Inc
:$1.8M
0.57%
7.
Alphabet Inc Class C
:$1.61M
0.51%
8.
Ford Motor Co
:$1.2M
0.38%
9.
Northrop Grumman Corp
:$1.15M
0.36%
10.
Polaris Inc
:$715,284
0.22%
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 U.S. Opportunistic Value Fund UUOAX
Environment
Social
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