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GMO Benchmark-Free Allocation III GBMFX

Analyst rating as of
NAV / 1-Day Return
24.83  /  0.12 %
Total Assets
4.8 Bil
Adj. Expense Ratio
0.960%
Expense Ratio
0.960%
Fee Level
Above Average
Longest Manager Tenure
18.81 years
Category
Global Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
2.53%
Turnover
Premium

Morningstar’s Analysis

Will GBMFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Consistently out of step.

Senior Analyst

Summary

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GMO’s multi-asset team remains staunchly committed to its value-centric approach, but that rigidity has led to missteps in recent years. That, combined with rising fees, drive a Morningstar Analyst Rating downgrade to Neutral for all of GMO Benchmark Free’s share classes.

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