Nasdaq - Delayed Quote USD

GMO U.S. Equity Fund (GMUEX)

14.01 +0.17 (+1.23%)
At close: 8:01 PM EDT

Investment Information

Min Initial Investment
5,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • TD Ameritrade Trust Company
  • DailyAccess Corporation FRIAG
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Inc.
  • Nationwide Retirement Flexible Advantage
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

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. It also may invest in U.S. Treasury fund, in money market funds unaffiliated with GMO, and directly in the types of investments typically held by money market funds.

Fund Overview

Category Large Value
Fund Family GMO
Net Assets 139.65M
YTD Return 12.26%
Yield 1.08%
Morningstar Rating
Inception Date Sep 18, 1985

Performance & Risk

YTD Return 8.02%
5y Average Return 13.89%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

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