4 / 5 Stars
3 1 5 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#12 in Large Blend
U.S. News evaluated 487 Large Blend 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 18.38 percent over the past year, 15.13 percent over the past three years, 18.42 percent over the past five years, and 6.38 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.6%|
|3 Years (Annualized)||15.1%|
|5 Years (Annualized)||18.4%|
|10 Years (Annualized)||6.4%|
The investment seeks 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 to be of high quality. The fund may hold shares in fewer than 100 companies. It may make tactical allocations of up to 20% of its net assets to investments in cash and high quality debt instruments. The fund is non-diversified.
Fees are Average compared to funds in the same category.
GMO Quality Fund has an expense ratio of 0.48 percent.
Risk is Low compared to funds in the same category according to Morningstar.