About GEMEX
The GMO Emerging Markets Fund, Class I, is an actively managed mutual fund focused on achieving total returns that exceed its benchmark, the MSCI Emerging Markets Index. This fund primarily invests in companies that are economically tied to emerging market countries, utilizing both proprietary quantitative models and fundamental analysis to select investments. Its portfolio spans various sectors, with notable allocations to technology, financial services, consumer cyclicals, and utilities, and often displays a value bias relative to its benchmark. The fund's managers evaluate factors such as valuation, quality, price movement patterns, volatility, and macroeconomic conditions. It may also consider environmental, social, and governance (ESG) criteria in its investment process, although ESG is not its central focus. The GMO Emerging Markets Fund, Class I, is structured for institutional investors and offers diversification across a broad set of emerging markets equities, helping investors access growth potential outside developed markets while navigating the unique risks and volatility associated with emerging economies.
Fund Family GMO
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol GEMEX
Share Class Class I
Index MSCI EM (Emerging Markets) NR USD
GEMEX had a total return of 45.47% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.00%.
