GMO U.S. Growth M
40 Rowes Wharf Boston MA 02110
Map
Phone: 800-225-5291
| Category: | Large Growth | | Fund Family: | GMO | | Net Assets: | 1.89M | | Year-to-Date Return: | -10.09% | | Yield: | 0.71% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Sep-02 |
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Sam Wilderman
Lead Manager since
30-Apr-05 | | | Wilderman is the director of U.S. equity management since 2005 and is responsible for all U.S. quantitative equities portfolio management at Grantham, Mayo, Van Otterloo & Co. LLC (GMO). Prior to this, he was a member of GMOs Emerging Markets Equity Group for nine years, focusing on research and portfolio management. Wilderman joined GMO in 1996. Wilderman holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | 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 long-term capital growth. The fund typically makes equity investments in U.S. companies that issue stocks included in the Russell 1000 index. Under normal circumstances, the fund invests at least 80% of assets in investments tied to the U.S. It is nondiversified. |
| Last Dividend
(24-Jun-08):
| 0.03 | | Last Cap Gain
(21-Dec-07):
| 0.27 | | Annual Holdings Turnover
| 97.00% | | Average for Category:
| 98.32% |
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| Expense | GMWMX | Category
Avg | | Total Expense Ratio: | 0.76%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$258 | $622 | | 5 Yr Expense Projection*: |
$454 | $957 | | 10 Yr Expense Projection*: |
$1,019 | $1,889 |
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5.41% Nasdaq 
0.30 (2.55%) 
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