Nasdaq - Delayed Quote USD

GMO International Equity Fund (GMOIX)

24.44 +0.08 (+0.33%)
At close: 8:01 PM EST
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DELL
  • Previous Close 24.36
  • YTD Return 10.09%
  • Expense Ratio 0.68%
  • Category Foreign Large Value
  • Last Cap Gain -91.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 993.7M
  • Beta (5Y Monthly) 1.00
  • Yield 6.56%
  • 5y Average Return --
  • Holdings Turnover 63.00%
  • Last Dividend 0.32
  • Inception Date May 24, 2021

The adviser seeks to achieve the fund's investment objective by investing the fund’s assets primarily in non-U.S. developed market equities. Under normal circumstances, the fund invests directly and indirectly at least 80% of its assets in equities. 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.

GMO

Fund Family

Foreign Large Value

Fund Category

993.7M

Net Assets

2021-05-24

Inception Date

Performance Overview: GMOIX

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Trailing returns as of 11/6/2024. Category is Foreign Large Value.

YTD Return

GMOIX
10.09%
Category
11.56%
?

1-Year Return

GMOIX
24.67%
Category
35.63%
?

3-Year Return

GMOIX
6.17%
Category
5.74%
?

5-Year Return

GMOIX
8.69%
Category
8.25%
?

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Holdings: GMOIX

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Top 10 Holdings (29.29% of Total Assets)

SymbolCompany% Assets
GUSTX
GMO US Treasury 6.61%
ROG.SW
Roche Holding AG 3.03%
TTE.PA
TotalEnergies SE 2.72%
III.L
3i Group Ord 2.67%
BBVA.MC
Banco Bilbao Vizcaya Argentaria, S.A. 2.64%
SGO.PA
Compagnie de Saint-Gobain S.A. 2.46%
SAB.MC
Banco de Sabadell, S.A. 2.39%
8001.T
ITOCHU Corporation 2.31%
SIE.DE
Siemens Aktiengesellschaft 2.23%
EQNR.OL
Equinor ASA 2.22%

Sector Weightings

Recent News: GMOIX

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Research Reports: GMOIX

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