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GMO SGM Major Markets III GSMFX

Analyst rating as of
NAV / 1-Day Return
26.96  /  0.07 %
Total Assets
181.8 Mil
Adj. Expense Ratio
1.010%
Expense Ratio
1.010%
Fee Level
Low
Longest Manager Tenure
11.15 years
Category
Macro Trading
Alt Style Correlation / Relative Volatility
Low / Low
Min. Initial Investment
5,000,000
Status
Open
TTM Yield
2.54%
Turnover

Morningstar’s Fund Analysis GSMFX

Will GSMFX outperform in future?

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

An uncorrelated strategy showing more qualitative than quantitative insights.

Director

Summary

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GMO SGM Major Markets utilizes a well-thought out portfolio construction technique but is more akin to global tactical allocation than quantitative macro peers. It earns a Morningstar Analyst Rating of Neutral across all share classes.

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