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  •  Dow Down 1.13% Nasdaq Down 0.93%

    GMO US Equity Allocation IV (GMRTX)

    15.65 Down 0.21(1.32%) Jan 28
    Prev Close:15.86
    YTD Return*:9.42%
    Net Assets*:7.00B
    Yield*:1.76%

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for GMRTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AMZN5.17-0.59
    ESRX5.06-0.02
    PM4.98-0.53
    CVX4.760.36
    MSFT4.710.67

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:7B
    Category:Large Blend
    Annual Report Expense Ratio (net):0.41%

    Performance & Risk

    YTD Return:9.42%
    5y Avg Return:13.50%
    Rank in Category (ytd):75
    % Rank in Category (ytd):4.78%
    Beta (3y):0.90
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks high total return. Under normal circumstances, the fund invests directly and indirectly (e.g., through underlying funds or derivatives) at least 80% of its assets in equities tied economically to the United States. The term "equities" refers to direct and indirect investments in common and preferred stocks and other stock-related securities, such as convertible securities, depositary receipts, and exchange-traded equity real estate investment trusts (REITs) and income trusts. View More
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