| 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)
|
#2 in Foreign Small/Mid Value
U.S. News evaluated 24 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.
Performance
The fund has returned 28.56 percent over the past year, 11.72 percent over the past three years, 3.39 percent over the past five years, and 14.57 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 15.5% |
| 1 Year | 28.6% |
| 3 Years (Annualized) | 11.7% |
| 5 Years (Annualized) | 3.4% |
| 10 Years (Annualized) | 14.6% |
Summary
The investment seeks total return. The fund typically invests directly and indirectly (e.g., through underlying funds or derivatives) in equity securities of non-U.S. small companies. It normally invests directly and indirectly at least 80% of its assets in securities of small companies (see "Name Policies"). The fund may invest in U.S. Treasury fund and unaffiliated money market funds.
Fees
Fees are Above Average compared to funds in the same category.
GMO International Small Companies Fund has an expense ratio of 0.76 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
