| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
#13 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 17.56 percent over the past year, 13.79 percent over the past three years, 6.51 percent over the past five years, and 7.25 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.4% |
| 1 Year | 17.6% |
| 3 Years (Annualized) | 13.8% |
| 5 Years (Annualized) | 6.5% |
| 10 Years (Annualized) | 7.3% |
Summary
The investment seeks high total return. The fund seeks to achieve its investment objective by investing in equities or groups of equities that the Manager believes will provide higher returns than the S&P 500 Index. Under normal circumstances, the fund invests directly and indirectly (e.g., through underlying funds or derivatives) at least 80% of assets in equity investments tied economically to the U.S. For cash management purposes, the fund may invest in U.S. Treasury fund and unaffiliated money market funds.
Fees
Fees are Average compared to funds in the same category.
GMO U.S. Core Equity Fund has an expense ratio of 0.46 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
