GMO Real Estate III
GMO Trust 40 Rowes Wharf Boston MA 02110
Map
Phone: 800-225-5291
| Category: | Real Estate | | Fund Family: | GMO | | Net Assets: | 13.33M | | Year-to-Date Return: | 16.79% | | Yield: | 3.73% | | Morningstar Rating: |  | | Fund Inception Date: | 31-May-96 |
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Sam Wilderman
Lead Manager since
31-Jul-08 | | | Mr. Wilderman is co-head of the GMO quantitative equity team and lead manager for U.S. quantitative portfolios. Previously at GMO, he was responsible for research and portfolio management for the GMO Emerging Markets Strategies. He joined GMO in 1996 following the completion of his B.A. in Economics from Yale University. Mr. Wilderman is a CFA charterholder. |
| 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 normally invests at least 80% of assets in real estate investment trusts (REITs) and other real estate-related investments. It typically makes equity investments in U.S. companies that issue stocks included in the MSCI U.S. REIT Index, and in companies with similar characteristics. The fund is nondiversified. |
| Last Dividend
(14-Dec-09):
| 0.09 | | Last Cap Gain
(15-Jul-08):
| 0.13 | | Annual Holdings Turnover
| 29.00% | | Average for Category:
| 117.78% |
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| Expense | GMORX | Category
Avg | | Total Expense Ratio: | %
| 1.45% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.79% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $638 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $982 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,957 |
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0.15% Nasdaq 
0.05%
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