GMO Tobacco Free Core III
GMO Trust 40 Rowes Wharf Boston MA 02110
Map
Phone: 800-225-5291
| Category: | Large Blend | | Fund Family: | GMO | | Net Assets: | 21.62M | | Year-to-Date Return: | 20.97% | | Yield: | 1.63% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Oct-91 |
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Sam Wilderman
Lead Manager since
30-Apr-05 | | | 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 a total return greater than that of the S&P 500 index. The fund invests at least 80% of assets in tobacco-free companies. The term ?tobacco-free companies? refers to companies that are not listed in the Tobacco Producing Issuer industry classification maintained by Ford Investor Services. |
| Last Dividend
(14-Dec-09):
| 0.04 | | Last Cap Gain
(27-Nov-07):
| 1.39 | | Annual Holdings Turnover
| 65.00% | | Average for Category:
| 78.74% |
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| Expense | GMTCX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.15% Nasdaq 
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