GMO Global Equity Allocation
GMO Trust 40 Rowes Wharf Boston MA 02110
Map
Phone: 800-225-5291
| Category: | World Stock | | Fund Family: | GMO | | Net Assets: | 688.39M | | Year-to-Date Return: | 17.50% | | Yield: | 4.05% | | Morningstar Rating: |  | | Fund Inception Date: | 26-Nov-96 |
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Ben Inker
Lead Manager since
31-Dec-96 | | | Inker is the director of asset allocation. Inker joined GMO in 1992 . |
| 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 |
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| The investment seeks total return. The fund invests in various underlying GMO mutual funds, rather than investing directly in individual securities. It invests primarily in a combination of domestic and foreign equity mutual funds. The fund may also invest in short-term fixed-income securities and high-quality money-markets. |
| Last Dividend
(30-Dec-08):
| 0.31 | | Last Cap Gain
(7-Jul-09):
| 0.05 | | Annual Holdings Turnover
| 52.00% | | Average for Category:
| 91.32% |
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| Expense | GMGEX | Category
Avg | | Total Expense Ratio: | 0.60%
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 0.11%
| 5.35% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ 235 | $729 | | 5 Yr Expense Projection*: |
$ 399 | $1,136 | | 10 Yr Expense Projection*: |
$ 877 | $2,279 |
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1.35% Nasdaq 
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