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GMO Resources Fund Class III (GOFIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.77+0.35 (+1.56%)
As of 08:05AM EDT. Market open.

GMO Resources Fund Class III

GMO Trust

40 Rowes Wharf

Boston MA 02110

Management Information
Lucas R. White,Lead Manager since August 31, 2015
Mr. White has been responsible for providing portfolio management and research services for GMO’s Focused Equity portfolios since September 2015. Mr. White previously served in other capacities at GMO, including providing portfolio management for the GMO Quality Strategy, since joining GMO in 2006.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryNatural Resources
Fund FamilyGMO
Net Assets1.93B
YTD Return-14.22%
Morningstar Rating★★★★
Inception DateDec 27, 2011

Fund Operations

Last Dividend0.37
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseGOFIXCategory Average
Annual Report Expense Ratio (net)0.00%1.11%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.92%
Max Deferred Sales LoadN/A1.29%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A