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GMO Benchmark-Free Allocation III GBMFX

Analyst rating as of

Morningstar’s Analysis

Will GBMFX outperform in future?

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

Missteps in 2020 highlight this strategy’s risks.

Senior Analyst


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A tried and tested management team that has invested through numerous boom and bust cycles helms GMO Benchmark Free, but missteps in recent years have dampened some conviction in their approach, resulting in a downgrade of the Process Pillar to Average from Above Average. The fund’s three cheapest share classes retain their Morningstar Analyst Rating of Bronze, but the most expensive share class has been downgraded to Neutral.

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