About GMOEX
GMO Emerging Markets Fund Class III is an actively managed mutual fund focused on equities in emerging markets worldwide. The fund's primary objective is to achieve total returns that exceed those of its benchmark, the MSCI Emerging Markets Index. GMO employs a combination of proprietary quantitative models and fundamental analysis to identify investment opportunities, considering factors such as valuation, quality, price patterns, volatility, and macroeconomic conditions. The fund also integrates environmental, social, and governance (ESG) criteria into its selection process and maintains a value-oriented approach compared to its benchmark.
Diversified across sectors like technology, financial services, energy, consumer cyclicals, and basic materials, the portfolio targets companies economically tied to emerging markets. The fund is notable for its relatively low expense ratio within its peer group, and it has a history dating back to its inception in 1993. Designed for institutional investors, GMO Emerging Markets Fund Class III plays a significant role in providing exposure to high-growth potential regions, offering diversification benefits and access to markets that are often less correlated with developed economies.
Fund Family GMO
Category Diversified Emerging Mkts
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol GMOEX
Share Class Class III
Index MSCI EM (Emerging Markets) NR USD
GMOEX had a total return of 41.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 18.06%.
