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GMO Quality IV GQEFX

Quantitative rating as of | See GMO Investment Hub
  • NAV / 1-Day Return 25.09  /  1.01 %
  • Total Assets 7.1 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250,000,000
  • Status Open
  • TTM Yield 1.14%
  • Turnover 18%

Morningstar’s Analysis GQEFX

Will GQEFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong management team and sound investment process underpin GMO Quality IV's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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