3 / 5 Stars
5 4 2 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#4 in Foreign Small/Mid Value
U.S. News evaluated 22 Foreign Small/Mid 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 31.30 percent over the past year, 12.13 percent over the past three years, 24.47 percent over the past five years, and 10.61 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.9%|
|3 Years (Annualized)||12.1%|
|5 Years (Annualized)||24.5%|
|10 Years (Annualized)||10.6%|
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 Small Cap Index. The fund typically invests directly and indirectly (e.g., through underlying funds or derivatives) in equity securities of non-U.S. small companies. Under normal circumstances, the fund invests directly and indirectly at least 80% of its assets in securities of small companies.
Fees are Low compared to funds in the same category.
GMO International Small Companies Fund has an expense ratio of 0.76 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.