GMO Developed World Stock III
GMO Trust 40 Rowes Wharf Boston MA 02110
Map
Phone: 800-225-5291
| Category: | World Stock | | Fund Family: | GMO | | Net Assets: | 170.96M | | Year-to-Date Return: | -4.66% | | Yield: | 2.36% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Aug-05 |
|
Thomas Hancock
Lead Manager since
01-Aug-05 | | | 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: | $0 | | 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 typically invests in companies from the world's developed markets, including the U.S.. Under normal circumstances, it invests at least 80% of assets in stocks tied economically to developed markets. The fund is nondiversified. |
| Last Dividend
(16-Dec-09):
| 0.26 | | Last Cap Gain
(15-Jul-08):
| 0.21 | | Annual Holdings Turnover
| 50.00% | | Average for Category:
| 93.35% |
|
| Expense | GDWTX | Category
Avg | | Total Expense Ratio: | 0.60%
| 1.53% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.34% | | Max Deferred Sales Load: | %
| 2.49% | | 3 Yr Expense Projection*: |
$ 269 | $722 | | 5 Yr Expense Projection*: |
$ 439 | $1,131 | | 10 Yr Expense Projection*: |
$ 933 | $2,275 |
|
|
1.52% Nasdaq 0.00%
Profile
