3 / 5 Stars
2 2 2 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#63 in Foreign Large Value
U.S. News evaluated 93 Foreign Large Value 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 20.42 percent over the past year, 5.61 percent over the past three years, 15.06 percent over the past five years, and 6.15 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||5.6%|
|5 Years (Annualized)||15.1%|
|10 Years (Annualized)||6.1%|
The investment seeks total return in excess of that of its benchmark, the MSCI EAFE Index. The fund typically makes equity investments directly and indirectly (e.g., through underlying funds or derivatives) in companies tied economically to non-U.S. countries, including both developed and emerging countries. It normally invests directly and indirectly at least 80% of its assets in investments tied economically to countries other than the U.S. The fund also may invest in U.S. Treasury Fund and money market funds that are unaffiliated with GMO. It is non-diversified.
Fees are Above Average compared to funds in the same category.
GMO Foreign Fund has an expense ratio of 0.77 percent.
Risk is Average compared to funds in the same category according to Morningstar.