GMO Global Equity Allocation Fund

Class Other (GMGEX)
Scorecard
4 / 5 Stars
Lipper
3 2 5 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

#80 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 17.60 percent over the past year, 9.85 percent over the past three years, 17.54 percent over the past five years, and 7.11 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.9%
1 Year 17.6%
3 Years (Annualized) 9.9%
5 Years (Annualized) 17.5%
10 Years (Annualized) 7.1%

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Summary

The investment seeks total return greater than that of its benchmark, the MSCI ACWI Index. The fund is a fund of funds and invests primarily in shares of the Equity Funds. The fund's primary exposure is to non-U.S. and U.S. equity investments (which may include emerging country equities, both growth and value style equities, and equities of any market capitalization). Under normal circumstances, the fund invests (including through investment in the underlying funds) at least 80% of its assets in equity investments.