Advertisement
Skip to Content
Morningstar

GMO Emerging Markets Select Equity II GEDTX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 18.90  /  0.68 %
  • Total Assets 135.4 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.810%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 2.84%
  • Turnover 190%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis GEDTX

Will GEDTX 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 GEDTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GEDTX 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 GEDTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

GMO Emerging Markets Select Equity II’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 least expensive fee quintile among peers.

Unlock our full analysis with Morningstar Investor