GMCQX – GMO US Equity VI Investment Strategy | Morningstar

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Strategy

The investment seeks high total return. Under normal circumstances, the fund invests directly and indirectly (e.g., through underlying funds or derivatives) at least 80% of its assets in equities tied economically to the United States. It also may invest in U.S. Treasury fund, in money market funds unaffiliated with GMO, and directly in the types of investments typically held by money market funds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GMUEX	GMO U.S. Equity Fund Class III	Institutional	Open			Sep 18, 1985	$95.95M	0.490%	Below Average	$1M	−$7.02M
GMCQX	GMO U.S. Equity Fund Class VI	Institutional	Open			Jun 30, 2003	$119.89M	0.400%	Low	$300M	−$23.97M

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