4 / 5 Stars
4 5 3 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#4 in Foreign Small/Mid Blend
U.S. News evaluated 28 Foreign Small/Mid Blend 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 21.30 percent over the past year, 8.75 percent over the past three years, 20.95 percent over the past five years, and 11.01 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.9%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||21.0%|
|10 Years (Annualized)||11.0%|
The investment seeks total return in excess of that of its benchmark, the S&P Developed ex-U.S. Small Cap Index. The fund typically makes equity investments directly and indirectly in companies tied economically to countries other than the U.S. whose outstanding publicly traded equities are in the lowest 25% of publicly traded market capitalization in a particular country. It normally invests directly and indirectly at least 80% of its assets in securities of small companies that are tied economically to countries other than the U.S.
Fees are Above Average compared to funds in the same category.
GMO Foreign Small Companies Fund has an expense ratio of 0.85 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.