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Morningstar

GMO International Equity III GMOIX

Morningstar Analyst Rating
Quantitative rating as of | See GMO Investment Hub
  • NAV / 1-Day Return 21.79  /  1.18 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.680%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 35,000,000
  • Status Open
  • TTM Yield 4.32%
  • Turnover 64%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis GMOIX

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

People Pillar

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

Summary

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

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