| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
#21 in Large Blend
U.S. News evaluated 498 Large Blend 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 16.44 percent over the past year, 14.26 percent over the past three years, and 7.84 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.5% |
| 1 Year | 16.4% |
| 3 Years (Annualized) | 14.3% |
| 5 Years (Annualized) | 7.8% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return. The fund invests primarily in a portfolio of equity securities that the Manager believes to be of high quality. It may hold shares in fewer than 100 companies. The fund may make tactical allocations of up to 20% of its net assets to investments in cash and high quality debt instruments. It is non-diversified.
Fees
Fees are Average compared to funds in the same category.
GMO Quality Fund has an expense ratio of 0.48 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
Fund Opinions
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 2 on a scale of 1 to 5, with 1 being the best and 5 the worst.
Value Line 2013-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year and 3 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2013-03-12
The fund's Value Line Risk Rank, a measure of volatility, is 2 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.
Value Line 2013-03-12
