GMO Benchmark Free is a rigorous expression of the firm’s investment approach—contrarian, value-driven, and based on deeply researched seven-year forecasts—but its peculiarity means that an investor requires patience to stick with this offering through periods in which the market environment is dramatically unsympathetic . Also, fees could be lower. All share classes maintain a Morningstar Analyst Rating of Neutral.
- NAV / 1-Day Return 26.25 / 0.38 %
- Total Assets 3.9 Bil
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Adj. Expense Ratio
- Expense Ratio 1.160%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Global Allocation
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 3.24%
- Turnover 19%
Morningstar’s Analysis GBMFX
Will GBMFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 0
- Other Holdings 9
- % Assets in Top 10 Holdings 100.0