GMO Quality Fund

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

U.S. News evaluated 481 Large Blend 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 17.70 percent over the past year, 15.82 percent over the past three years, 15.91 percent over the past five years, and 6.91 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.9%
1 Year 17.7%
3 Years (Annualized) 15.8%
5 Years (Annualized) 15.9%
10 Years (Annualized) 6.9%

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Summary

The investment seeks total return. The fund is permitted to invest directly and indirectly (e.g., through underlying funds or derivatives) in equities of companies tied economically to any country in the world, including emerging countries. The term "equities" refers to direct and indirect investments in common and preferred stocks and other stock-related securities, such as convertible securities, depositary receipts, and exchange-traded equity real estate investment trusts (REITs) and income trusts. It is non-diversified.

Fees

Fees are Average compared to funds in the same category.
GMO Quality Fund has an expense ratio of 0.44 percent.

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Risk

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

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