GMRTX Mutual Fund
NAV$13.14
AUM$37M
TER0.43%
Holdings156
GMRTX Mutual Fund
NAV$13.14
GMO US Equity Fund Class IV
AUM$37M
TER0.43%
Holdings156
See inside every mutual fund you own
$29/moCancel anytime.
See how GMRTX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch priceFirst 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.
GMRTX Mutual Fund Overview
GMRTX Mutual Fund (GMO US Equity Fund Class IV) is managed by GMO with $37.4M in net assets. GMRTX expense ratio is 0.43%, holding 156 positions across various sectors. Inception date: 1998-01-09.
GMRTX performance shows a YTD return of 13.57%. The 1-year return is 2.65% and the 5-year return is 8.46%.
GMRTX top holdings include a diversified portfolio. View all GMRTX holdings, sector breakdown, or dividend history.
GMRTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GMRTX alternatives are available via the screener, along with tax-loss harvesting opportunities.