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GMO Global Equity Allocation III GMGEX

Quantitative rating as of
NAV / 1-Day Return
24.69  /  0.28 %
Total Assets
1.3 Bil
Adj. Expense Ratio
Expense Ratio
0.590%
Distribution Fee Level
Low
Share Class Type
Institutional
Category
Global Large-Stock Value
Investment Style
Large Value
Min. Initial Investment
5,000,000
Status
Open
TTM Yield
9.02%
Turnover
20%

Morningstar’s Analysis GMGEX

Will GMGEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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GMO Global Equity Allocation III earns a Morningstar Quantitative Rating of Neutral with strength in areas such as People offset by weaker spots such as Process. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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