Mutual Fund Insights: GMO Currency Hedged Intl Equity III Fund (GMOCX)

In-depth Analysis of GMO Currency Hedged Intl Equity III Fund (GMOCX)

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Fund Manager - Ben Inker

 What we like about GMO Currency Hedged Intl Equity III Fund (GMOCX)

Data for GMO Currency Hedged Intl Equity III Fund (GMOCX) as of January 31, 2010

• GMO Currency Hedged Intl Equity III Fund (GMOCX) management has been with GMO Currency Hedged Intl Equity III Fund for 14.7 years
• GMO Currency Hedged Intl Equity III Fund (GMOCX) has good Long-term performance (5-year return 3.39% vs 2.31% Foreign Large Value category average)
• GMO Currency Hedged Intl Equity III Fund (GMOCX) ratio of up-years vs down years is greater than 2
• GMO Currency Hedged Intl Equity III Fund (GMOCX) has a Morningstar rating of 4 and above
• GMO Currency Hedged Intl Equity III Fund (GMOCX) has an annual stock turnover rate of 17.00% vs Foreign Large Value average of 53.94%. It is good that GMO Currency Hedged Intl Equity III management does not trade extensively for its return.
• GMO Currency Hedged Intl Equity III Fund (GMOCX) is less volatile than its peers as it has a 3-year Standard Deviation of 16.76, lower than category average of 24.91
• GMO Currency Hedged Intl Equity III Fund (GMOCX) has a lower management fee than its Foreign Large Value average: 0.69% vs 1.41%
• GMO Currency Hedged Intl Equity III Fund (GMOCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about GMO Currency Hedged Intl Equity III Fund (GMOCX)

Data for GMO Currency Hedged Intl Equity III Fund (GMOCX) as of January 31, 2010

• GMO Currency Hedged Intl Equity III Fund (GMOCX) has a less-than-ideal short-term performance (1-year return 20.65% vs 39.75% Foreign Large Value category average)
• GMO Currency Hedged Intl Equity III Fund (GMOCX) has a less-than-ideal mid-term performance (3-year return -8.39% vs -8.26% Foreign Large Value category average)
• GMO Currency Hedged Intl Equity III Fund (GMOCX) is less safe compared to its Foreign Large Value peers
• GMO Currency Hedged Intl Equity III Fund (GMOCX) does not have a good risk adjusted return as its 3-year Alpha of -4.73 is worse than category average of -0.36, and its 3-year Sharpe ratio is -0.55

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GMO Currency Hedged Intl Equity III Fund (GMOCX) Net Asset

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GMO Currency Hedged Intl Equity III Fund (GMOCX) Portfolio Allocation

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Most Recent Top 10 Holdings in GMO Currency Hedged Intl Equity III Fund (GMOCX)

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See more information on GMO Currency Hedged Intl Equity III Fund (GMOCX)

• GMO Currency Hedged Intl Equity III Fund Insights
• GMO Currency Hedged Intl Equity III Fund Performance Data
• GMO Currency Hedged Intl Equity III Fund News
• GMO Currency Hedged Intl Equity III Fund Score Explaination
• GMO Currency Hedged Intl Equity III Fund Manager Information
• Historic GMO Currency Hedged Intl Equity III Fund Asset Allocation Report
• Historic GMO Currency Hedged Intl Equity III Fund Top 10 Holding Tracking
• Historic GMO Currency Hedged Intl Equity III Fund Asset Under Management Tracking