| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#32 in World Stock
U.S. News evaluated 287 World Stock 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 16.44 percent over the past year, 10.18 percent over the past three years, 3.57 percent over the past five years, and 9.57 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.4% |
| 1 Year | 16.4% |
| 3 Years (Annualized) | 10.2% |
| 5 Years (Annualized) | 3.6% |
| 10 Years (Annualized) | 9.6% |
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 International Equity funds and the U.S. Equity funds. It may invest in shares of other GMO funds, including the Fixed Income funds, Alpha Only fund, Alternative Asset Opportunity fund and U.S. Flexible Equities fund (the GMO funds in which the fund invests are collectively referred to herein as the "underlying funds") and may hold securities directly.
