About GEMNX
GMO Emerging Markets Fund Class R6 is a mutual fund that focuses on delivering total returns exceeding the performance of the MSCI Emerging Markets Index. The fund primarily invests at least 80% of its assets, directly or through underlying vehicles and derivatives, in companies that are economically tied to emerging markets—regions not classified as developed by the MSCI World Index. Utilizing a combination of proprietary quantitative techniques and fundamental analysis, the fund's strategy evaluates investments based on valuation, quality, price patterns, volatility, and macroeconomic factors, with an added consideration of environmental, social, and governance (ESG) criteria. The portfolio generally exhibits a value bias and is diversified across sectors, with significant weightings in technology, financial services, and consumer cyclical companies. Designed for retirement and institutional investors, the fund offers a competitive expense profile relative to its peers and seeks to balance capital appreciation with risk controls tailored for the dynamic nature of emerging markets.
Fund Family GMO
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol GEMNX
Share Class Class R6
Index MSCI EM (Emerging Markets) NR USD
GEMNX had a total return of 43.72% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.88%.
