4 / 5 Stars
4 3 3 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#13 in Mid-Cap Value
U.S. News evaluated 113 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.79 percent over the past year, 13.56 percent over the past three years, 7.70 percent over the past five years, and 9.59 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||14.8%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||7.7%|
|10 Years (Annualized)||9.6%|
The investment seeks long-term capital growth. The fund invests primarily in a portfolio of equity securities that the Manager believes will provide a higher return than the Russell 2500 Index. It typically invests directly and indirectly (e.g., through underlying funds or derivatives) in equity securities of U.S. companies that issue stocks included in the Russell 2500 Index, a U.S. stock index, and in companies with similar market capitalizations ("small- and mid-cap companies"). Under normal circumstances, the fund invests directly and indirectly at least 80% of its assets in investments in small- and mid-cap companies tied economically to the U.S.
Fees are Low compared to funds in the same category.
GMO U.S. Small/Mid Cap Fund has an expense ratio of 0.46 percent.
Risk is Average compared to funds in the same category according to Morningstar.