GMO International Growth Equity IV GMO Trust 40 Rowes Wharf Boston MA 02110
Phone: 800-225-5291
| Category: | Foreign Large Blend | | Fund Family: | GMO | | Net Assets: | 2.13B | | Year-to-Date Return: | -4.29% | | Yield: | 3.46% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Jul-06 |
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Thomas Hancock
Lead Manager since
30-Nov-01 | | | Hancock is co-head of the GMO quantitative equity team and lead manager for international quantitative portfolios. Prior to joining GMO in 1995, he was a research scientist at Siemens and a software engineer at IBM. |
| Min Initial Investment: | $125,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks high total return. The fund generally invests in a diversified portfolio of equity investments from developed markets outside of the U.S. Under normal circumstances, it invests at least 80% of assets in equity investments. |
| Last Dividend
(18-Dec-09):
| 0.22 | | Last Cap Gain
(14-Jul-08):
| 0.95 | | Annual Holdings Turnover
| 63.00% | | Average for Category:
| 98.31% |
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| Expense | GMGFX | Category Avg | | Total Expense Ratio: | 0.59%
| 1.40% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.38% | | Max Deferred Sales Load: | %
| 2.70% | | 3 Yr Expense Projection*: |
$202 | $702 | | 5 Yr Expense Projection*: |
$356 | $1,084 | | 10 Yr Expense Projection*: |
$805 | $2,157 |
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