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Morningstar

GMO Emerging Markets Select Equity V GEDOX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 19.14  /  0.05 %
  • Total Assets 136.6 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 500,000,000
  • Status Open
  • TTM Yield 3.33%
  • Turnover 190%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:58 PM GMT+00:00

Morningstar’s Analysis GEDOX

Will GEDOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GEDOX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GEDOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GEDOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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GMO Emerging Markets Select Equity V’s strong process and parent firm support this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

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