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.
- 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
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