GMO Core Plus Bond Fund

Scorecard
4 / 5 Stars
Lipper
4 4 3 5 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B (Buy)

#37 in Intermediate-Term Bond

U.S. News evaluated 280 Intermediate-Term Bond 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 2.01 percent over the past year, 6.80 percent over the past three years, 11.38 percent over the past five years, and 4.34 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.8%
1 Year 2.0%
3 Years (Annualized) 6.8%
5 Years (Annualized) 11.4%
10 Years (Annualized) 4.3%

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Summary

The investment seeks total return in excess of that of its benchmark, the Barclays U.S. Aggregate Index. The fund's investment program has two principal components. One component seeks to replicate the fund's benchmark. The second component seeks to add value relative to the fund's benchmark by taking positions that are generally unrelated to its benchmark. Under normal circumstances, the fund invests directly and indirectly (e.g., through other GMO Funds or derivatives) at least 80% of its assets in bonds. The fund is non-diversified.

Fees

Fees are Average compared to funds in the same category.
GMO Core Plus Bond Fund has an expense ratio of 0.38 percent.

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Risk

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

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