GMO Alpha Only Fund

Scorecard
2 / 5 Stars
Lipper
2 1 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
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TheStreet.com
C (Hold)

U.S. News evaluated 47 Market Neutral 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 -0.94 percent over the past year, 1.28 percent over the past three years, -2.28 percent over the past five years, and 1.81 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.3%
1 Year -0.9%
3 Years (Annualized) 1.3%
5 Years (Annualized) -2.3%
10 Years (Annualized) 1.8%

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Summary

The investment seeks total return greater than that of its benchmark, the Citigroup 3-Month Treasury Bill Index. The fund's investment program involves having both long and short investment exposures. The fund seeks to construct a portfolio in which it has long investment exposure to asset classes and sub-asset classes that it expects will outperform relative to the asset classes and sub-asset classes to which it has short investment exposure. It also may invest in U.S. Treasury Fund and money market funds that are unaffiliated with GMO. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
GMO Alpha Only Fund has an expense ratio of 0.23 percent.

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Risk

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

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Market Neutrals

Highest Returns (10-year)

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