GMO Risk Premium Fund

U.S. News evaluated 121 World Allocation 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 6.70 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 1.5%
1 Year 6.7%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return. The Manager seeks to achieve the fund's investment objective primarily by causing the fund to sell (write) put options on U.S. and non-U.S. (e.g., Europe, United Kingdom, Japan, Hong Kong, Canada, and Australia) stock indices. The Manager uses a proprietary indicator to determine the fund's put-writing allocations among stock indices, depending on the relative assessment of premiums available. The fund's portfolio allocations are based on the relative attractiveness of each index in conjunction with other factors such as the liquidity available in each index's options markets. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
GMO Risk Premium Fund has an expense ratio of 0.51 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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