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Morningstar

GMO Asset Allocation Bond III GMOBX

Morningstar Analyst Rating
Quantitative rating as of | See GMO Investment Hub
  • NAV / 1-Day Return 21.12  /  1.03 %
  • Total Assets 20.8 Mil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.420%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 0.00
  • Effective Duration —

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:51 PM GMT+00:00

Morningstar’s Analysis GMOBX

Will GMOBX 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 GMOBX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

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Strength in GMO Asset Allocation Bond III’s People Pillar and Parent Pillar drive this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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