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GMO Asset Allocation Bond III GMOBX

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

Morningstar’s Analysis GMOBX

Will GMOBX outperform in future?

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

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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