| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
1
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
#16 in World Bond
U.S. News evaluated 91 World Bond 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 6.79 percent over the past year, 9.06 percent over the past three years, 4.92 percent over the past five years, and 6.33 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 2.4% |
| 1 Year | 6.8% |
| 3 Years (Annualized) | 9.1% |
| 5 Years (Annualized) | 4.9% |
| 10 Years (Annualized) | 6.3% |
Summary
The investment seeks total return in excess of that of its benchmark, the J.P. Morgan Non-U.S. Government Bond Index. The fund's investment program has two principal components. One component seeks to replicate the fund's benchmark. The second component seeks to add value relative to the fund's benchmark by taking positions that may be unrelated to its benchmark. It will typically have substantial direct and indirect investment exposure to the countries (e.g., Japan) and regions (e.g., Eurozone) that represent a significant portion of the fund's benchmark. The fund is non-diversified.
Fees
Fees are Low compared to funds in the same category.
GMO International Bond Fund has an expense ratio of 0.40 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
