… cyclical ones. The biggest fund in this group by assets is also the one with the highest average moat rating, GMO Quality III GQETX . Its portfolio consists almost entirely of consumer defensive, health-care, and technology stocks such as …
… Large blend 1,198.7 18.68 -0.58 93 MMA Praxis Core Stock MMPAX Large blend 173.4 17.76 -0.52 93 GMO Quality III GQETX Large blend 16,092.1 17.44 3.95 17 Dreyfus Appreciation DGAGX Large blend 3,307.7 16.35 4.34 12 …
… Rank Cat YTD % Rank Cat 3 yr GMO Quality III GQETX Lg bld 16,092.1 19.13 ..... whom we like. For example, GMO Quality III GQETX and GMO International Growth ..... to their intrinsic value. GMO Quality III has Johnson & Johnson JNJ and …
… Mstar Rating % Rank Cat 2010 % Rank Cat 3 Yrs GMO Quality III GQETX Large Blend 15,829 99 31 Fidelity Series 100 FOHIX ..... The largest fund on the list in terms of assets, GMO Quality III GQETX , typically lands at or near the top on the list …
… stocks. Mapping those ratings to the universe of mutual funds, our research finds that--true to its name-- GMO Quality III GQETX resides among the "moatiest" of large-cap funds. Interestingly, so does Vice VICEX, an overpriced offering …
… investment firm. GMO estimates that as of July 31, global high-quality stocks found in institutional sibling GMO Quality GQETX , which make up most of this fund's assets, should return about 6.1% a year in real terms (that is, after inflation …
… well-regarded investment firm. GMO estimates that as of July 31, global high-quality stocks found in sibling GMO Quality GQETX , which make up most of this fund's assets, should return about 6.1% a year in real terms (e.g. after inflation is …
Can lag during strong bull markets.Experienced management.High-quality posture helps weather stormy markets.Low fees.Asset-allocation group publishes monthly valuation updates for quality stocks.Good long-term record.The investment team consists of multiple, experienced professionals. William
… Multi Sec NAV JHUMX Lg blend 951.6 6.08 95 90 GMO Quality III GQETX Lg blend 13,703.6 6.01 98 94 CM Advisers CMAFX ..... Marsico, does not hold Microsoft. By contrast, GMO Quality III GQETX and John Hancock Funds 2 US Multi Sector NAV JHUMX …
… Focused YAFFX Lg value 743.5 20.97 8.68 1 GMO Quality III GQETX Lg blend 14,292.0 20.59 1.65 33 Clipper ..... blue-chip stocks trading at attractive prices. GMO Quality III GQETX is advised by Grantham, Mayo, Van Otterloo & Co …