Mutual Fund Insights: GMO International Opp Equity Allc III Fund (GIOTX)

In-depth Analysis of GMO International Opp Equity Allc III Fund (GIOTX)

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Fund Manager - Ben Inker

 What we like about GMO International Opp Equity Allc III Fund (GIOTX)

Data for GMO International Opp Equity Allc III Fund (GIOTX) as of February 28, 2010

• GMO International Opp Equity Allc III Fund (GIOTX) management has been with GMO International Opp Equity Allc III Fund for 3.8 years
• GMO International Opp Equity Allc III Fund (GIOTX) has a Morningstar rating of 4 and above
• GMO International Opp Equity Allc III Fund (GIOTX) has an annual stock turnover rate of 33.00% vs Foreign Large Value average of 61.68%. It is good that GMO International Opp Equity Allc III management does not trade extensively for its return.
• GMO International Opp Equity Allc III Fund (GIOTX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.03, lower than category average of 24.9
• GMO International Opp Equity Allc III Fund (GIOTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about GMO International Opp Equity Allc III Fund (GIOTX)

Data for GMO International Opp Equity Allc III Fund (GIOTX) as of February 28, 2010

• GMO International Opp Equity Allc III Fund is a focused fund with 99.99% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• GMO International Opp Equity Allc III Fund (GIOTX) has a less-than-ideal short-term performance (1-year return 42.22% vs 54.53 % Foreign Large Value category average)
• GMO International Opp Equity Allc III Fund (GIOTX) has a less-than-ideal mid-term performance (3-year return -7.37% vs -8.42 % Foreign Large Value category average)
• GMO International Opp Equity Allc III Fund (GIOTX) ratio of up-years vs down years can be improved
• GMO International Opp Equity Allc III Fund (GIOTX) is less safe compared to its Foreign Large Value peers
• GMO International Opp Equity Allc III Fund (GIOTX) does not have a good risk adjusted return as its 3-year Alpha of -0.41 is worse than category average of -0.03, and its 3-year Sharpe ratio is -0.32

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GMO International Opp Equity Allc III Fund (GIOTX) Net Asset

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GMO International Opp Equity Allc III Fund (GIOTX) Portfolio Allocation

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Most Recent Top 10 Holdings in GMO International Opp Equity Allc III Fund (GIOTX)

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Related books and products to GMO International Opp Equity Allc III Fund (GIOTX)

Latest News on GMO International Opp Equity Allc III (GIOTX)

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Books and Resources

See more information on GMO International Opp Equity Allc III Fund (GIOTX)

• GMO International Opp Equity Allc III Fund Insights
• GMO International Opp Equity Allc III Fund Performance Data
• GMO International Opp Equity Allc III Fund News
• GMO International Opp Equity Allc III Fund Score Explaination
• GMO International Opp Equity Allc III Fund Manager Information
• Historic GMO International Opp Equity Allc III Fund Asset Allocation Report
• Historic GMO International Opp Equity Allc III Fund Top 10 Holding Tracking
• Historic GMO International Opp Equity Allc III Fund Asset Under Management Tracking