| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
#10 in Large Growth
U.S. News evaluated 473 Large Growth 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 15.11 percent over the past year, 17.78 percent over the past three years, 9.50 percent over the past five years, and 7.87 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.4% |
| 1 Year | 15.1% |
| 3 Years (Annualized) | 17.8% |
| 5 Years (Annualized) | 9.5% |
| 10 Years (Annualized) | 7.9% |
Summary
The investment seeks long-term capital growth. 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 Russell 1000 Growth Index. It typically invests directly and indirectly (e.g., through underlying funds or derivatives) in equity investments. Under normal circumstances, the fund invests directly and indirectly at least 80% of assets in investments tied economically to the U.S. It is non-diversified.
Fees
Fees are Average compared to funds in the same category.
GMO U.S. Growth Fund has an expense ratio of 0.47 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
