About GMOYX
The GMO Resource Transition Fund is an open-end mutual fund focused on generating total return through investments in companies positioned to benefit from the ongoing global transition in natural resources. Managed by GMO’s Focused Equity team, the fund primarily invests in equities within the "resource transition sector," encompassing firms engaged in the ownership, production, refining, processing, transportation, and marketing of natural resources—excluding fossil fuels. This includes industries such as mining, metals, energy technology, forest products, building materials, and water. The fund’s investment strategy is grounded in the belief that global population growth, the industrialization of emerging markets, and the clean energy transition are driving increasing demand for finite natural resources. By targeting businesses poised to benefit from these long-term trends, the fund aims to capture value in an evolving resource landscape. The GMO Resource Transition Fund is benchmarked to the MSCI ACWI Commodity Producers ex-Energy Index, underscoring its commitment to sectors expected to play a critical role in the shift toward a cleaner, more resource-efficient global economy.
Fund Family GMO
Category Natural Resources
Performance Rating Low
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol GMOYX
Share Class Class VI
Index Index is not provided by Management Company
GMOYX had a total return of 15.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.63%.
