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GMO Global Asset Allocation III GMWAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See GMO Investment Hub

Morningstar’s Analysis GMWAX

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

  • People Pillar

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

A core contrarian option.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

GMO Global Asset Allocation delivers the firm’s value-driven asset class forecasts around more traditional equity/bond allocation targets. Though susceptible to periods of underperformance, this fund can provide a relatively stable approach to contrarian investing.

by Vedran Beogradlija
Rated on Published on

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