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GMO Strategic Opportunities Allc III GBATX

Quantitative rating as of
  • NAV / 1-Day Return 16.01  /  0.76 %
  • Total Assets 200.8 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.620%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 5.42%
  • Turnover 95%

Morningstar’s Analysis GBATX

Will GBATX outperform in future?

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

Summary

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A strong management team and sound investment process underpin GMO Strategic Opportunities Allc III's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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