GCCLX – GMO Climate Change I Investment Strategy | Morningstar

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Strategy

The investment seeks high total return. Under normal market conditions, the fund invests at least 80% of its assets in companies in "climate change-related industries". The advisor considers "climate change-related industries" to include clean energy, batteries and storage, electric grid, energy efficiency, recycling and pollution control, agriculture, water, and businesses that service such industries. The fund is permitted to invest directly and indirectly in equities of companies tied economically to any country in the world, including emerging countries.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GCCHX	GMO Climate Change Fund Class III	Institutional	Open			Apr 5, 2017	$162.18M	0.780%	Low	$1M	−$60.08M
GCCLX	GMO Climate Change Fund Class I	Institutional	Open			Feb 25, 2020	$71.16M	0.860%	Low	$0	−$10.52M
GCCAX	GMO Climate Change Fund Class R6	Retirement, Large	Open			Jan 16, 2020	$296.49M	0.780%	Below Average	$0	$66.54M

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