GMO U.S. Equity Allocation Fund

3 / 5 Stars
3 2 5 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
A+ (Buy)

#36 in Large Blend

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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The fund has returned 18.42 percent over the past year, 15.73 percent over the past three years, 16.84 percent over the past five years, and 6.56 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.4%
1 Year 18.4%
3 Years (Annualized) 15.7%
5 Years (Annualized) 16.8%
10 Years (Annualized) 6.6%

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The investment seeks high 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 will provide a higher return 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 its assets in equity investments tied economically to the U.S. The fund also may invest in U.S. Treasury Fund and money market funds that are unaffiliated with GMO.


Fees are Average compared to funds in the same category.
GMO U.S. Equity Allocation Fund has an expense ratio of 0.46 percent.

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

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