GMO Tax-Managed US Equities III
GMO Trust 40 Rowes Wharf Boston MA 02110
Map
Phone: 800-225-5291
| Category: | Large Blend | | Fund Family: | GMO | | Net Assets: | 10.45M | | Year-to-Date Return: | 10.64% | | Yield: | 1.99% | | Morningstar Rating: |  | | Fund Inception Date: | 23-Jul-98 |
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Sam Wilderman
Lead Manager since
30-Apr-05 | | | 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. |
| 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 U.S. equity securities. The fund typically makes equity investments in companies that issue stocks included in the Russell 3000 index, a U.S. stock index, and in companies with similar market capitalizations. Under normal circumstances, it invests at least 80% of assets in equity investments tied economically to the U.S. The fund is nondiversified. |
| Last Dividend
(1-Oct-09):
| 0.05 | | Last Cap Gain
(21-Dec-07):
| 0.18 | | Annual Holdings Turnover
| 66.00% | | Average for Category:
| 78.94% |
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| Expense | GTMUX | Category
Avg | | Total Expense Ratio: | 0.49%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 304 | $776 | | 5 Yr Expense Projection*: |
$ 578 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,360 | $2,371 |
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0.02% Nasdaq 
0.30%
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