GMO Emerging Markets IV
GMO Trust 40 Rowes Wharf Boston MA 02110
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Phone: 800-225-5291
| Category: | Diversified Emerging Mkts | | Fund Family: | GMO | | Net Assets: | 1.92B | | Year-to-Date Return: | 56.62% | | Yield: | 1.30% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Jan-98 |
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Arjun Divecha
Lead Manager since
09-Dec-93 | | | Divecha, based in Berkeley, California, is vice chairman of the GMO Board and is responsible for overseeing the team managing the GMO Emerging Markets Strategy, GMO Emerging Countries Strategy and the GMO Emerging Illiquid Strategy. Prior to his affiliation with GMO in 1993, he spent 12 years at BARRA directing software development, marketing, client service and emerging markets research and development. |
| 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 |
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| The investment seeks long-term capital appreciation consistent with prudent risk. The fund normally invests at least 80% of assets in equities issued in emerging markets, including those in Asia, Latin America, the Middle East, southern Europe, eastern Europe, and Africa. To determine geographic allocation, the advisor considers the country's outlook for economic growth, currency exchange rates, commodity prices, interest rates, political factors, and the stage of the local market cycle. It may also enter into various derivative transactions for hedging and risk-management purposes. The fund is nondiversified. |
| Last Dividend
(15-Jul-09):
| 0.02 | | Last Cap Gain
(23-Dec-08):
| 0.83 | | Annual Holdings Turnover
| 99.00% | | Average for Category:
| 86.91% |
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| Expense | GMEFX | Category
Avg | | Total Expense Ratio: | 1.05%
| 1.72% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.55% | | Max Deferred Sales Load: | %
| 2.44% | | 3 Yr Expense Projection*: |
$ 503 | $744 | | 5 Yr Expense Projection*: |
$ 755 | $1,148 | | 10 Yr Expense Projection*: |
$ 1,480 | $2,315 |
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0.34% Nasdaq 0.00%
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