GMO US Equity III'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 lowest fee quintile among peers.
- NAV / 1-Day Return 13.00 / 1.01 %
- Total Assets 297.3 Mil
Adj. Expense Ratio
- Expense Ratio 0.470%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Blend
- Min. Initial Investment 5,000,000
- Status Open
- TTM Yield 1.24%
- Turnover 94%
Morningstar’s Analysis GMUEX
Will GMUEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.