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GMO SGM Major Markets III GSMFX

Analyst rating as of
NAV / 1-Day Return
28.78  /  0.14 %
Total Assets
249.3 Mil
Adj. Expense Ratio
1.010%
Expense Ratio
1.010%
Fee Level
Low
Longest Manager Tenure
10.63 years
Category
Macro Trading
Alt Style Correlation / Relative Volatility
Low / Low
Min. Initial Investment
5,000,000
Status
Open
TTM Yield
3.21%
Turnover
Premium

Morningstar’s Analysis

Will GSMFX outperform in future?

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

Solid diversification, although light on resources.

Senior Analyst

Summary

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GMO SGM Major Markets utilizes a well-thought out portfolio construction technique, but a small dedicated management team holds our conviction back. It earns a Morningstar Analyst Rating of Neutral across all share classes.

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