Fossil fuel companiesare fueling the climate crisis.


GQG Partners Global Quality Equity Fund

Shareclass
GQG Partners Global Quality Equity Instl (GQRIX)
Type
Open-end mutual fund
Fossil fuel exposure of 26.62% places the fund in the F tier, between 9% and 100% exposure.

Methodology
F
Investments in major fossil fuel companies
American Electric Power Co Inc
Macroclimate 50Top 50 coal-fired power
$130.33 MILLION
Duke Energy Corp
Macroclimate 50Top 50 coal-fired power
$96.77 MILLION
TotalEnergies SE
Carbon Underground 200Top 200 carbon reserves
$87.71 MILLION
Exxon Mobil Corp
Carbon Underground 200Top 200 carbon reserves
$73.42 MILLION
Petroleo Brasileiro SA Petrobras Participating Preferred
Carbon Underground 200Top 200 carbon reserves
$69.26 MILLION
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$66.65 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
8
holdings
$430.62M
invested
12%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
3
holdings
$217.03M
invested
6.11%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
13
holdings
$858.52M
invested
24%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
3
holdings
$274.19M
invested
7.72%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
6
holdings
$431.58M
invested
12%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
15 holdings
15 holdings
  • 1. American Electric Power Co Inc
    Coal industryOil/gas industryMacroclimate 50Fossil-fired utility
    $130.33M
    3.67%
  • 2. Duke Energy Corp
    Oil/gas industryMacroclimate 50Fossil-fired utility
    $96.77M
    2.73%
  • 3. TotalEnergies SE
    Carbon Underground 200Oil/gas industry
    $87.71M
    2.47%
  • 4. Enbridge Inc
    Oil/gas industry
    $79.76M
    2.25%
  • 5. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    $73.42M
    2.07%
See all



Financial performance
Performance data provided byMorningstarFind more financial data on GQRIX at Morningstar.com
Current fund
GQRIX
GQG Partners Global Quality Equity Fund
Family
GQG Partners Inc
Category
Global Large-Stock Growth
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
0.08% more in annualized returns
More invested in fossil fuels 
18% more invested
Lower fossil finance risk score 
10 points lower
Higher fossil insurance risk score 
24 points higher
Less invested in Clean200 
6.49% less invested
Current fund
GQRIX
GQG Partners Global Quality Equity Fund
Family
GQG Partners Inc
Category
Global Large-Stock Growth
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
0.08% more in annualized returns
More invested in fossil fuels 
18% more invested
Lower fossil finance risk score 
10 points lower
Higher fossil insurance risk score 
24 points higher
Less invested in Clean200 
6.49% less invested
Current fund
GQRIX
GQG Partners Global Quality Equity Fund
Family
GQG Partners Inc
Category
Global Large-Stock Growth
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
0.08% more in annualized returns
More invested in fossil fuels 
18% more invested
Lower fossil finance risk score 
10 points lower
Higher fossil insurance risk score 
24 points higher
Less invested in Clean200 
6.49% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
GQRIX - GQG Partners Global Quality Equity Fund
0.9%
10%
13%
/
27% 
Benchmark
ACWI - iShares MSCI ACWI ETF
14%
12%
13%
9.39%
8.81% 
Fund compared to benchmark
 
-12.6%
-1.93%
0.08%
/
18%  higher
Find more financial data on GQRIX at Morningstar.com
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