Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
GMO Mutual Funds
View all of GMO’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
GMO Funds List
Share Class Type
1 to 25 of 80 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| GMO Emerging Country Debt III | GMCDX | Emerging Markets Bond | 6.17% | 4 | 0.540% | Low | Institutional | $5.0 Mil | ||
| GMO Emerging Country Debt IV | GMDFX | Emerging Markets Bond | 6.18% | 4 | 0.490% | Low | Institutional | $250.0 Mil | ||
| GMO Emerging Country Debt VI | GMOQX | Emerging Markets Bond | 6.35% | 3 | 0.440% | Low | Institutional | $300.0 Mil | ||
| GMO Opportunistic Income R6 | GAAAX | Nontraditional Bond | — | 1.58% | 48 | 0.570% | Below Average | Retirement, Large | — | |
| GMO Opportunistic Income VI | GMODX | Nontraditional Bond | — | 1.73% | 43 | 0.480% | Low | Institutional | $750.0 Mil | |
| GMO Quality I | GQLIX | Large Blend | 10.58% | 23 | 0.590% | Below Average | Institutional | — | ||
| GMO Quality III | GQETX | Large Blend | 10.20% | 25 | 0.500% | Below Average | Institutional | $5.0 Mil | ||
| GMO Quality IV | GQEFX | Large Blend | 10.93% | 22 | 0.460% | Low | Institutional | $250.0 Mil | ||
| GMO Quality R6 | GQESX | Large Blend | 10.63% | 21 | 0.490% | Below Average | Retirement, Large | — | ||
| GMO Quality VI | GQLOX | Large Blend | 10.65% | 21 | 0.410% | Low | Institutional | $300.0 Mil | ||
| GMO US Equity III | GMUEX | Large Value | 11.41% | 6 | 0.480% | Low | Institutional | $5.0 Mil | ||
| GMO US Equity VI | GMCQX | Large Value | 10.56% | 8 | 0.390% | Low | Institutional | $750.0 Mil | ||
| GMO US Treasury | GUSTX | Short Government | 1.91% | 9 | 0.080% | Low | Institutional | $5.0 Mil | ||
| GMO Benchmark-Free Allocation I | GBMIX | Global Allocation | 3.90% | 55 | 1.260% | Above Average | No Load | — | ||
| GMO Benchmark-Free Allocation R6 | GBMSX | Global Allocation | 3.90% | 52 | 1.160% | High | Retirement, Large | — | ||
| GMO Global Developed Equity Allc III | GWOAX | Global Large-Stock Value | 7.59% | 34 | 0.530% | Low | Institutional | $5.0 Mil | ||
| GMO High Yield I | GMOZX | High Yield Bond | 1.47% | 62 | 0.590% | Below Average | No Load | — | ||
| GMO High Yield VI | GHVIX | High Yield Bond | 1.47% | 55 | 0.460% | Low | Institutional | $750.0 Mil | ||
| GMO International Equity I | GMOUX | Foreign Large Value | 8.53% | 20 | 0.840% | Average | Institutional | — | ||
| GMO International Equity II | GMICX | Foreign Large Value | 12.03% | 2 | 0.740% | Below Average | Institutional | $5.0 Mil | ||
| GMO International Equity III | GMOIX | Foreign Large Value | 8.91% | 8 | 0.670% | Below Average | Institutional | $35.0 Mil | ||
| GMO International Equity IV | GMCFX | Foreign Large Value | 8.92% | 13 | 0.610% | Low | Institutional | $250.0 Mil | ||
| GMO Intl Developed Equity Allc III | GIOTX | Foreign Large Value | 7.90% | 30 | 0.620% | Low | Institutional | $5.0 Mil | ||
| GMO Opportunistic Income I | GMOLX | Nontraditional Bond | — | 1.51% | 48 | 0.670% | Below Average | Institutional | — | |
| GMO Opportunistic Income III | GMOHX | Nontraditional Bond | — | 1.54% | 47 | 0.570% | Low | Institutional | $5.0 Mil |
GMO Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank