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GOFIX GMO Resources III

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Fund GOFIX GMO Resources III
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Similarity
?
100%
Annual Fees
?
$81.35
(0.77% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$41,295.72
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 30.52%
3 YR -2.94%
5 YR --
10 YR --
Description
The investment seeks total return. The fund has a fundamental policy to concentrate its investments in the natural resources sector, and, under normal market conditions, it invests at least 80% of its assets in the securities of companies in that sector. The fund manager considers the "natural resources sector" to include companies that own, produce, refine, process, transport, and market natural resources and companies that provide related equipment, infrastructure, and services. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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