4 / 5 Stars
4 4 2 4 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#7 in Foreign Large Value
U.S. News evaluated 97 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 31.91 percent over the past year, 8.97 percent over the past three years, 11.74 percent over the past five years, and 7.05 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.7%|
|3 Years (Annualized)||9.0%|
|5 Years (Annualized)||11.7%|
|10 Years (Annualized)||7.1%|
The investment seeks high total return. The Manager seeks to achieve the fund's investment objective by investing the fund's portfolio primarily in equity securities that the Manager believes will provide a higher return than the MSCI EAFE Value Index. Under normal circumstances, the fund invests directly and indirectly at least 80% of its assets in equity investments. It also may invest in U.S. Treasury Fund and money market funds that are unaffiliated with GMO.
Fees are Above Average compared to funds in the same category.
GMO International Equity Fund has an expense ratio of 0.65 percent.
Risk is Average compared to funds in the same category according to Morningstar.