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GMO Global Asset Allocation III GMWAX

Analyst rating as of
NAV / 1-Day Return
30.14  /  0.37 %
Total Assets
382.0 Mil
Adj. Expense Ratio
0.700%
Expense Ratio
0.700%
Fee Level
Low
Longest Manager Tenure
25.80 years
Category
Global Allocation
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
6.19%
Turnover

Morningstar’s Fund Analysis GMWAX

Will GMWAX outperform in future?

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Senior Analyst

Summary

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Experienced managers steward GMO Global Asset Allocation and maintain a steadfast commitment to the firm’s valuation-based approach. The strategy’s design prevents those calls from being too extreme, which allows it to keep pace when the team’s calls run out of favor. The fund's two share classes earn a Morningstar Analyst Rating of Bronze.

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