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  •  Dow Down 0.58% Nasdaq Down 0.26%

    GMO US Equity Allocation IV (GMRTX)

    16.51 Down 0.06(0.36%) Mar 4
    Prev Close:16.57
    YTD Return*:-2.73%
    Net Assets*:6.65B
    Yield*:1.80%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for GMRTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ESRX5.69-3.41
    AMZN5.1217.44
    PM5.120.22
    MSFT4.54-11.13
    AAPL4.507.47

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.65B
    Category:Large Blend
    Annual Report Expense Ratio (net):0.41%

    Performance & Risk

    YTD Return:-2.73%
    5y Avg Return:13.93%
    Rank in Category (ytd):34
    % Rank in Category (ytd):2.05%
    Beta (3y):0.91
    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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