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GMO Global Developed Equity Allc III (GWOAX)

26.20
-0.16
(-0.61%)
At close: 8:00:52 PM EST

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

Fund Summary

The fund is a fund of funds and invests primarily in equities traded in U.S. and non-U.S. markets through its investment in the equity funds and in GMO-managed exchange-traded funds. Under normal circumstances, it invests at least 80% of its assets in equities tied economically to developed markets. The fund also may invest in an emerging markets fund to obtain exposure to equities tied economically to emerging markets, but those investments typically will represent 10% or less of the fund's net assets measured at the time of purchase.

Fund Overview

Category World Large-Stock Value
Fund Family GMO
Net Assets 76.09M
YTD Return 10.98%
Yield 5.19%
Morningstar Rating
Inception Date Jun 16, 2005

Performance & Risk

YTD Return 3.69%
5y Average Return 9.53%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

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