GMO International Growth Equity IV GMO Trust 40 Rowes Wharf Boston MA 02110
Phone: 800-225-5291
| Category: |
Foreign Large Blend |
| Fund Family: |
GMO |
| Net Assets: |
2.13B |
| Year-to-Date Return: |
-4.29% |
| Yield: |
3.46% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
12-Jul-06 |
|
Thomas Hancock
Lead Manager since
30-Nov-01 |
|
| Hancock is co-head of the GMO quantitative equity team and lead manager for international quantitative portfolios. Prior to joining GMO in 1995, he was a research scientist at Siemens and a software engineer at IBM. |
| Min Initial Investment: |
$125,000,000 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| The investment seeks high total return. The fund generally invests in a diversified portfolio of equity investments from developed markets outside of the U.S. Under normal circumstances, it invests at least 80% of assets in equity investments. |
| Last Dividend
(18-Dec-09):
|
0.22 |
| Last Cap Gain
(14-Jul-08):
|
0.95 |
| Annual Holdings Turnover
|
63.00% |
| Average for Category:
|
98.31% |
|
| Expense |
GMGFX |
Category Avg |
| Total Expense Ratio: |
0.59%
|
1.40% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.38% |
| Max Deferred Sales Load: |
%
|
2.70% |
| 3 Yr Expense Projection*: |
$202 |
$702 |
| 5 Yr Expense Projection*: |
$356 |
$1,084 |
| 10 Yr Expense Projection*: |
$805 |
$2,157 |
|
|