GMO International Core Equity IV 40 Rowes Wharf Boston MA 02110 Map
Phone: 800-225-5291
| Category: | Foreign Large Value | | Fund Family: | GMO | | Net Assets: | 875.37M | | Year-to-Date Return: | -14.93% | | Yield: | 3.36% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-03 |
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Thomas Hancock
Lead Manager since
29-Jan-02 | | | Hancock is a portfolio manager with Grantham, Mayo, Van Otterloo and Co., his employer since 1995. He is responsible for the portfolio management of all international developed market and global quantitative equities portfolios. Prior to joining the firm, he was a research scientist at Siemens and a software engineer at IBM. |
| Min Initial Investment: | $125,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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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, the fund invests at least 80% of assets in equity investments. |
| Last Dividend
(14-Jul-08):
| 0.48 | | Last Cap Gain
(14-Jul-08):
| 0.29 | | Annual Holdings Turnover
| 43.00% | | Average for Category:
| 44.39% |
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| Expense | GMIRX | Category Avg | | Total Expense Ratio: | 0.47%
| 1.38% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.45% | | Max Deferred Sales Load: | 0.00%
| 2.56% | | 3 Yr Expense Projection*: |
$162 | $603 | | 5 Yr Expense Projection*: |
$286 | $960 | | 10 Yr Expense Projection*: |
$648 | $1,919 |
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