GMO International Core Equity IV
40 Rowes Wharf, Boston, Massachusetts, USA
Phone: 800-225-5291
| Category: | Foreign Large Value | | Fund Family: | GMO | | Net Assets: | 1.57B | | Year-to-Date Return: | 3.18% | | Yield: | 5.05% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-03 |
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Thomas Hancock
Lead Manager since
29-Jan-02 | | | 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 typically makes equity investments in companies from developed countries, other than the U.S. Under normal circumstances, it invests at least 80% of assets in equity investments. |
| Last Dividend
(18-Dec-08):
| 0.73 | | Last Cap Gain
(14-Jul-08):
| 0.29 | | Annual Holdings Turnover
| 41.00% | | Average for Category:
| 46.99% |
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| Expense | GMIRX | Category
Avg | | Total Expense Ratio: | 0.47%
| 1.53% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.48% | | Max Deferred Sales Load: | %
| 2.56% | | 3 Yr Expense Projection*: |
$162 | $683 | | 5 Yr Expense Projection*: |
$286 | $942 | | 10 Yr Expense Projection*: |
$648 | $1,888 |
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0.54 (2.18%)
