A tried and tested management team that has invested through numerous boom and bust cycles helms GMO Global Asset Allocation. The team’s contrarian approach can run out of favor for long periods, but should still deliver over the long run. The fund's two share classes earn a Morningstar Analyst Rating of Bronze.
Will GMWAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GMWAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the GMWAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of GMWAX’s parent organization’s priorities and whether they’re in line with investors’ interests.