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Morningstar

GMO Global Asset Allocation III GMWAX Fund Analysis

Morningstar Analyst Rating
| Analyst 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.

Access to GMO’s approach with more guardrails in place.

Senior Analyst

Summary

| by Bobby Blue

Experienced managers steward GMO Global Asset Allocation and maintain a steadfast commitment to the firm’s valuation-based approach. The strategy’s design prevents those calls from being too extreme, which allows it to keep pace when the team’s calls run out of favor. The fund's two share classes earn a Morningstar Analyst Rating of Bronze.

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