GMO International Large/Mid Cap Equity Fund

Scorecard
4 / 5 Stars
Lipper
5 5 2 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C+ (Hold)

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.

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Performance

The fund has returned 31.60 percent over the past year, 9.91 percent over the past three years, 13.14 percent over the past five years, and 7.65 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 8.4%
1 Year 31.6%
3 Years (Annualized) 9.9%
5 Years (Annualized) 13.1%
10 Years (Annualized) 7.6%

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Summary

The investment seeks high total return. Under normal circumstances, the fund invests directly and indirectly at least 80% of its assets in equities. In addition, under normal circumstances, it invests directly and indirectly at least 80% of its assets in equities of large- and mid-cap companies. The term "equities" refers to direct and indirect investments in common and preferred stocks and other stock-related securities, such as convertible securities, depositary receipts, and exchange-traded equity real estate investment trusts (REITs) and income trusts.

Fees

Fees are Average compared to funds in the same category.
GMO International Large/Mid Cap Equity Fund has an expense ratio of 0.47 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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