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GMO US Equity III GMUEX

Quantitative rating as of
  • NAV / 1-Day Return 12.69  /  0.16 %
  • Total Assets 292.0 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.470%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 1.31%
  • Turnover 94%

Morningstar’s Analysis GMUEX

Will GMUEX outperform in future?

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

Summary

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GMO US Equity III's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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