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GMGEX
Mutual Fund ticker: NASDAQ
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NET ASSETS

GMO Global Equity Allocation III (GMGEX) Ownership - Who owns GMO Global Equity Allocation III?

The investment seeks total return greater than MSCI ACWI Index... Show more

Profile

Category
Global Large-Stock Value
Address
GMO Trust40 Rowes WharfBoston
Phone
6173307500
Web
www.gmo.com

Details

Group
International Stock Funds
Category
Foreign Large Value
Total Expense Ratio
0.58
Min. Initial Investment
1000000.00
Fund Existence
almost 29 years
Turnover
20.00
Front Load
N/A
Net Assets
588864900.00
Manager Tenure
N/A

Fundamentals

GMGEX
Net Assets
589M
Fund Existence
almost 29 years
Turnover
20.00
Total Expense Ratio
0.58
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000000
Min. Initial Investment IRA
N/A
Morningstar Category
Global Large-Stock Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.61
Assets in Top Ten Holdings
585M
Average Credit Quality
N/A
Average Effective Duration
0.34
Average Effective Maturity
1.10
Fund of Funds
Yes
Fund Share Class Net Assets
532M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
0.45
No Load Fund
Yes
Number of Long Holdings
15.00
Number of Net Holdings
16.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.57
Weighting Top Ten Holdings
97.07%
Gain YTD
18.990
Annual Yield % from dividends
4.50
Returns for 1 year
18.19
Returns for 3 years
67.85
Returns for 5 years
68.88
Returns for 10 years
132.93
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
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General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
GMO Trust40 Rowes WharfBoston
Phone
6173307500
Web
www.gmo.com