GMO-Usonian Japan Value Creation Fund
Shareclass
GMO-Usonian Japan Value Creation III (GMAKX)
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-Usonian Japan Value Creation Fund
FUND COVERAGE
# of holdings26
% of assets69%
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
10 / 40
Gender Equality: Equal Compensation and Work Life Balance
12 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Yamaha Corp2.2%$4.07M
- 2. Sumitomo Mitsui Financial Group Inc3.69%$6.84M
- 3. FUJIFILM Holdings Corp2.22%$4.1M
- 4. NEC Corp2.21%$4.1M
- 5. Kirin Holdings Co Ltd1.71%$3.17M
- 6. NH Foods Ltd3.99%$7.39M
- 7. Isuzu Motors Ltd2.93%$5.42M
- 8. TOTO Ltd3.44%$6.36M
- 9. T&D Holdings Inc2.7%$5M
- 10. Fuji Corp2.63%$4.86M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Sankyu Inc3.45%$6.38M
- 2. THK Co Ltd2.55%$4.72M
- 3. Kraftia Corp1.82%$3.36M
- 4. Stanley Electric Co Ltd2.67%$4.94M
- 5. Daiwabo Holdings Co Ltd2.44%$4.52M
- 6. Amano Corp2.13%$3.94M
- 7. ZENKOKU HOSHO Co Ltd2.53%$4.68M
- 8. Maruichi Steel Tube Ltd2%$3.7M
- 9. Sumitomo Mitsui Trust Group Inc4.03%$7.46M
- 10. Sega Sammy Holdings Inc2.91%$5.39M
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-Usonian Japan Value Creation Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$4.1M
2.21%
Borders high risk
0
$0
0%
Total
1
$4.1M
2.21%
Holdings — 1 flagged holdings
1.
NEC Corp
:$4.1M
2.21%
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-Usonian Japan Value Creation Fund GMAKX
Environment
Social
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