GMO Tax-Managed International Eq III
GMO Trust 40 Rowes Wharf Boston MA 02110
Map
Phone: 800-225-5291
| Category: | Foreign Large Value | | Fund Family: | GMO | | Net Assets: | 581.39M | | Year-to-Date Return: | 19.99% | | Yield: | 3.37% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Jul-98 |
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Thomas Hancock
Lead Manager since
29-Jul-98 | | | 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 |
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| The investment seeks high after-tax total return primarily through investment in non-U.S. equity securities. The fund normally invests at least 80% of its assets in equity investments. It typically makes equity investments in companies from countries other than the U.S. The manager uses quantitative models integrated with tax management techniques to provide broad exposure to the international equity markets to investors subject to U.S. federal income tax. The fund is nondiversified. |
| Last Dividend
(13-Jul-09):
| 0.04 | | Last Cap Gain
(18-Dec-08):
| 0.12 | | Annual Holdings Turnover
| 67.00% | | Average for Category:
| 48.07% |
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| Expense | GTMIX | Category
Avg | | Total Expense Ratio: | 0.65%
| 1.37% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.57% | | 3 Yr Expense Projection*: |
$ 230 | $696 | | 5 Yr Expense Projection*: |
$ 407 | $976 | | 10 Yr Expense Projection*: |
$ 921 | $1,954 |
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2.03% Nasdaq 
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