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Morningstar

GMO Benchmark-Free Allocation III GBMFX Fund Analysis

Morningstar Analyst Rating
| Analyst rating as of | See GMO Investment Hub

Morningstar’s Analysis GBMFX

Will GBMFX outperform in future?

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

Process Pillar

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

People Pillar

The People Pillar is our evaluation of the GBMFX 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 GBMFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Consistently out of step.

Senior Analyst

Summary

| by Bobby Blue

GMO’s multi-asset team remains staunchly committed to its value-centric approach, but that rigidity has led to missteps in recent years. That, combined with rising fees, drive a Morningstar Analyst Rating downgrade to Neutral for all of GMO Benchmark Free’s share classes.

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