4 / 5 Stars
5 5 2 4 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#2 in Foreign Large Value
U.S. News evaluated 94 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 28.51 percent over the past year, 9.91 percent over the past three years, 11.53 percent over the past five years, and 8.96 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||22.2%|
|3 Years (Annualized)||9.9%|
|5 Years (Annualized)||11.5%|
|10 Years (Annualized)||9.0%|
The investment seeks high after-tax 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 Index (after tax). The fund typically invests directly and indirectly (e.g., through underlying funds or derivatives) in equity securities of companies tied economically to countries other than the U.S., including both developed and emerging countries. Under normal circumstances, the fund invests directly and indirectly at least 80% of its assets in equity investments. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
GMO Tax-Managed International Equities Fund has an expense ratio of 0.67 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.