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GMO International Equity Allc III (GIEAX) Fund Ranking and Research

Ranking, Research and Recommendation of GMO International Equity Allc III (GIEAX) Fund

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Graph of GMO International Equity Allc III Fund (GIEAX) ManagerFund Manager - Ben Inker

Fund Manager Information

Fund Manager Tenure: 22.4 years
Fund Family: GMO
Fund Category: Foreign Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.44)     (What does this score mean?)
Mr. Inker is the director of asset allocation. Mr. Inker joined GMO in 1992 following the completion of his B.A. in Economics from Yale University. He is a CFA charterholder.  Get more insights on Ben Inker

 

Graph of GMO International Equity Allc III Fund (GIEAX) ProfileGMO International Equity Allc III Fund (GIEAX) Profile

Fund Profile and Description

GMO International Equity Allc III Fund seeks total return greater than that of its benchmark, the MSCI ACWI ex-U.S. index. GMO International Equity Allc III Fund is a fund of funds and invests primarily in shares of the International Equity Funds. In addition, the fund may hold securities directly. Although the fund’s primary exposure is to foreign equity investments, the fund also may have exposure to foreign and U.S. fixed income securities, as well as to the investment returns of commodities and, from time to time, other alternative asset classes. It normally invests (including through investment in the underlying Funds) at least 80% of assets in equity investments.

 

GMO International Equity Allc III (GIEAX) Fund Strength What we like about GMO International Equity Allc III (GIEAX) Fund

Data for GMO International Equity Allc III Fund (GIEAX) as of May 30, 2016

  • GMO International Equity Allc III Fund (GIEAX) management has been with GMO International Equity Allc III Fund for 22.4 years
  • Asset base in GMO International Equity Allc III Fund (GIEAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • GMO International Equity Allc III Fund (GIEAX) has an annual stock turnover rate of 14.00% vs Foreign Large Value average of 53.85%. It is good that GMO International Equity Allc III management does not trade extensively for its return.

GMO International Equity Allc III Fund (GIEAX) Weakness What we are cautious about GMO International Equity Allc III (GIEAX) Fund

Data for GMO International Equity Allc III Fund (GIEAX) as of May 30, 2016

  • GMO International Equity Allc III Fund (GIEAX) has a less-than-ideal short-term performance (1-year return -13.37% vs -10.73% Foreign Large Value category median performance)
  • GMO International Equity Allc III Fund (GIEAX) has a less-than-ideal mid-term performance (3-year return -0.43% vs 0.92% Foreign Large Value category median performance)
  • GMO International Equity Allc III Fund (GIEAX) has a less-than-ideal Long-term performance (5-year return -0.18% vs 0.77% Foreign Large Value category median performance)
  • GMO International Equity Allc III Fund (GIEAX) ratio of up-years vs down years can be improved
  • GMO International Equity Allc III Fund (GIEAX) has a Morningstar rating of 3 and below
  • GMO International Equity Allc III Fund (GIEAX) is less safe compared to its Foreign Large Value peers
  • GMO International Equity Allc III Fund (GIEAX) does not have a good risk adjusted return as its 3-year Alpha of -0.58 is worse than category average of 0.5, and its 3-year Sharpe ratio is 0.03
  • GMO International Equity Allc III Fund (GIEAX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.96 that is higher than category average of 13.15
  • GMO International Equity Allc III Fund (GIEAX) carries a 0.27% load
See GMO International Equity Allc III Fund (GIEAX) performance details as of May 30, 2016

 

What do you think?

 

Compare GMO International Equity Allc III Fund (GIEAX)Compare with other top Foreign Large Value category mutual funds

Aadditional top Foreign Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
GMO International Equity Allc III2.38-13.37-0.43-0.18
Domini International Social Equity A (DOMAX)2.62-4.844.984.31Compare
Brandes International Equity I (BIIEX)2.13-9.473.682.47Compare
Delaware Pooled International Equity (DPIEX)2.44-9.802.892.35Compare

See top fund managers for Foreign Large Value Category Funds

 

Compare GMO International Equity Allc III Fund (GIEAX)Compare with Foreign Large Value category ETFs

Some Foreign Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares FTSE RAFI Dev Mkts ex-US ETF (PXF)000
RevenueShares ADR ETF (RTR)000
SPDR S&P International Dividend ETF (DWX)000
WisdomTree Commodity Country Equity ETF (CCXE)000
WisdomTree Intl Div ex-Fincls ETF (DOO)1.60%-11.71%0.66%

 

Graph of GMO International Equity Allc III Fund (GIEAX) Net Asset TrackingGMO International Equity Allc III (GIEAX) Fund Net Asset

Track net asset change of GMO International Equity Allc III fund (GIEAX)

DateNet Asset
05/2016$1.25B
03/2016$1.21B
02/2016$1.13B
More historic net asset information on GMO International Equity Allc III Fund (GIEAX)

  

Graph of GMO International Equity Allc III Fund (GIEAX) Portfolio TrackingGMO International Equity Allc III (GIEAX) Fund Portfolio Allocation

Track portfolio allocation change of GMO International Equity Allc III fund (GIEAX)

DateCashStockBondOther
02/20162.97%92.66%0%1%
11/20153.01%92.77%0%0.97%
08/20152.01%86.15%0%8.5%
Click here to see more historic asset allocation information on GMO International Equity Allc III Fund (GIEAX)

 

graph of GMO International Equity Allc III Fund (GIEAX) Top 10 Position TrackingTop 10 Holdings in GMO International Equity Allc III (GIEAX) Fund

Discover what GMO International Equity Allc III Fund (GIEAX) manager is buying

Feb 28, 2016
GMO International Equity IV [67.42%]
GMO Emerging Markets VI [32.55%]

Nov 29, 2015
GMO International Equity IV [68.89%]
GMO Emerging Markets VI [31.08%]

Aug 30, 2015
GMO International Equity IV [68.3%]
GMO Emerging Markets VI [31.67%]
Click here for Stock Holding Change Map in GMO International Equity Allc III Fund (GIEAX)

  

Latest News on GMO International Equity Allc III (GIEAX) Fund

See what is happening with GMO International Equity Allc III Fund (GIEAX)

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GMO International Equity Allc III Fund (GIEAX) Related ResourcesSee more information on GMO International Equity Allc III (GIEAX) Fund

Popular pages on GMO International Equity Allc III (GIEAX) Fund

  

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