GMO Quality Fund

Scorecard
3 / 5 Stars
Lipper
3 2 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 17.67 percent over the past year, 15.82 percent over the past three years, 15.93 percent over the past five years, and 6.92 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.8%
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 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

Fees are Average compared to funds in the same category.
GMO Quality Fund has an expense ratio of 0.42 percent.

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Risk

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

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