Recent performance woes have challenged investors in GMO Global Asset Allocation, but the experienced management team's approach has delivered over the long term. The fund's two share classes receive a Morningstar Analyst Rating of Bronze.
Will GMWAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of GMWAX’s parent organization’s priorities and whether they’re in line with investors’ interests.