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Morningstar

GMO US Equity VI GMCQX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.73  /  1.03 %
  • Total Assets 293.7 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.380%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 750,000,000
  • Status Open
  • TTM Yield 1.42%
  • Turnover 94%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis GMCQX

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

People Pillar

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

Summary

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GMO US Equity VI's Average People Pillar and Process 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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