RBC Global Opportunities Fund

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RBC Global Opportunities I (RGOIX)
Type
Open-end mutual fund
Military weapon grade: Fund is invested in military contractors above the threshold of 4%. Assigned a grade of F.
How we track weapon investments
F
$53.28 MILLION
Military weapons
4
military weapon stocks found
11%
of assets flagged
Data as of 31 Dec 2024
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
4
holdings
$53.28M
invested
11%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
1
holdings
$18.5M
invested
3.71%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
2
holdings
$35.07M
invested
7.02%
of portfolio
Military weapon companies
4 holdings
4 holdings
  • 1.  Safran SA
    Nuclear weaponsControversial weapons
    $18.5M
    3.71%
  • 2.  CRH PLC
    Controversial weapons
    $16.57M
    3.32%
  • 3.  Parker Hannifin Corp
    $13.8M
    2.76%
  • 4.  Mitsubishi Electric Corp
    $4.4M
    0.88%
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

RBC Global Opportunities Fund earns an F grade for investments in military weapons
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Financial performance
Performance data provided byMorningstarFind more financial data on RGOIX at Morningstar.com
Current fund
RGOIX
RBC Global Opportunities Fund
Family
RBC Global Asset Management.
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: 3/31/25
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
 10-yr returns 
0.16% more in annualized returns
More invested in military weapons 
7.01% more invested
More invested in major military contractors 
7.01% more invested
More invested in manufacturers/servicers of nuclear weapons 
1.38% more invested
More invested in manufacturers of controversial weapons 
5.48% more invested
Current fund
RGOIX
RBC Global Opportunities Fund
Family
RBC Global Asset Management.
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: 3/31/25
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
 10-yr returns 
0.16% more in annualized returns
More invested in military weapons 
7.01% more invested
More invested in major military contractors 
7.01% more invested
More invested in manufacturers/servicers of nuclear weapons 
1.38% more invested
More invested in manufacturers of controversial weapons 
5.48% more invested
Current fund
RGOIX
RBC Global Opportunities Fund
Family
RBC Global Asset Management.
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: 3/31/25
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
 10-yr returns 
0.16% more in annualized returns
More invested in military weapons 
7.01% more invested
More invested in major military contractors 
7.01% more invested
More invested in manufacturers/servicers of nuclear weapons 
1.38% more invested
More invested in manufacturers of controversial weapons 
5.48% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
RGOIX - RBC Global Opportunities Fund
3.85%
2.25%
12%
9.15%
11% 
Benchmark
ACWI - iShares MSCI ACWI ETF
7.43%
7.17%
15%
8.99%
3.66% 
Fund compared to benchmark
 
-3.58%
-4.92%
-3.01%
0.16%
7.01%  higher
Find more financial data on RGOIX at Morningstar.com
What's next?
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