2 / 5 Stars
2 2 1 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#65 in Diversified Emerging Mkts
U.S. News evaluated 201 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -14.45 percent over the past year, -6.01 percent over the past three years, 12.66 percent over the past five years, and 8.53 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-7.3%|
|3 Years (Annualized)||-6.0%|
|5 Years (Annualized)||12.7%|
|10 Years (Annualized)||8.5%|
The investment seeks total return in excess of that of its benchmark, the S&P/IFCI Composite Index. The fund typically makes equity investments directly and indirectly in companies tied economically to emerging countries. It normally invests directly and indirectly at least 80% of its assets in investments tied economically to emerging countries. The fund also may invest in U.S. Treasury Fund and unaffiliated money market funds. It is non-diversified.
Fees are High compared to funds in the same category.
GMO Emerging Countries Fund has an expense ratio of 1.18 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.