GABFX – Fund Analysis – GMO Asset Allocation Bond VI | Morningstar

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Will GABFX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GABFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GABFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GABFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

| Mar 27, 2023

A strong management team and sound investment process underpin GMO Asset Allocation Bond VI's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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