GEMVX Mutual Fund

GEMVX Mutual Fund

NAV$37.66
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Fund Essentials

Net Assets
$27M
Expense Ratio
0.82%
Dividend Yield (Current)
3.08%
Holdings
211
Inception Date
Aug 4, 2003
Fund Family
GMO
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

3 Year+5.43%
5 Year+7.93%
10 Year+0.52%

Asset Allocation

Stocks: 98.49%
Other: 1.50%
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Dividend Summary

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Dividend Yield (Current)
3.08%
Frequency
Semi-Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

GEMVX Mutual Fund Overview

GEMVX Mutual Fund (GMO Emerging Markets Fund Class V) is managed by GMO with $27.3M in net assets. GEMVX expense ratio is 0.82%, holding 211 positions across various sectors. Inception date: 2003-08-04.

GEMVX performance shows data across multiple time periods. and the 5-year return is 7.93%. GEMVX dividend yield stands at 3.08%, paid semi-annually.

GEMVX top holdings include a diversified portfolio. Go to all GEMVX holdings, GEMVX sectors, or GEMVX dividends.

GEMVX can be compared against other funds. Use GEMVX overlap to find shared positions, or GEMVX vs another fund for a side-by-side view. GEMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.