GMO Global Developed Equity Allocation Fund

Class Other (GWOAX)
Scorecard
4 / 5 Stars
Lipper
4 4 5 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
A (Buy)

#8 in World Stock

U.S. News evaluated 304 World Stock 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 24.07 percent over the past year, 13.13 percent over the past three years, and 14.88 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 7.5%
1 Year 24.1%
3 Years (Annualized) 13.1%
5 Years (Annualized) 14.9%
10 Years (Annualized) N/A

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Summary

The investment seeks total return greater than the benchmark, the MSCI World Index. Under normal circumstances, the fund invests (including through investment in the underlying funds) at least 80% of its assets in equities. In addition, under normal circumstances, it invests (including through investment in the underlying funds) at least 80% of its assets in equities tied economically to developed markets. The fund also may invest in equities in emerging markets, but those investments typically will represent 10% or less of the fund's net assets measured at the time of purchase.