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Morningstar

GMO International Equity IV GMCFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 22.18  /  1.05 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.620%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 250,000,000
  • Status Open
  • TTM Yield 4.39%
  • Turnover 64%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis GMCFX

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

People Pillar

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

Summary

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GMO International Equity IV's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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