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GMO Tax-Managed International Eq III GTMIX

Quantitative rating as of | See GMO Investment Hub
  • NAV / 1-Day Return 13.27  /  0.61 %
  • Total Assets 30.8 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 3.52%
  • Turnover 86%

Morningstar’s Analysis GTMIX

Will GTMIX outperform in future?

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

Summary

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GMO Tax-Managed International Eq 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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