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Morningstar

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

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 13 of 13 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 IIIGMCDXEmerging Markets Bond6.17%40.540%LowInstitutional$5.0 Mil
GMO Emerging Country Debt IVGMDFXEmerging Markets Bond6.18%40.490%LowInstitutional$250.0 Mil
GMO Emerging Country Debt VIGMOQXEmerging Markets Bond6.35%30.440%LowInstitutional$300.0 Mil
GMO Opportunistic Income R6GAAAXNontraditional Bond—1.58%480.570%Below AverageRetirement, Large—
GMO Opportunistic Income VIGMODXNontraditional Bond—1.73%430.480%LowInstitutional$750.0 Mil
GMO Quality IGQLIXLarge Blend10.58%230.590%Below AverageInstitutional—
GMO Quality IIIGQETXLarge Blend10.20%250.500%Below AverageInstitutional$5.0 Mil
GMO Quality IVGQEFXLarge Blend10.93%220.460%LowInstitutional$250.0 Mil
GMO Quality R6GQESXLarge Blend10.63%210.490%Below AverageRetirement, Large—
GMO Quality VIGQLOXLarge Blend10.65%210.410%LowInstitutional$300.0 Mil
GMO US Equity IIIGMUEXLarge Value11.41%60.480%LowInstitutional$5.0 Mil
GMO US Equity VIGMCQXLarge Value10.56%80.390%LowInstitutional$750.0 Mil
GMO US TreasuryGUSTXShort Government1.91%90.080%LowInstitutional$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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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