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GMO Global Asset Allocation III GMWAX

Analyst rating as of
NAV / 1-Day Return
35.27  /  0.42 %
Total Assets
908.9 Mil
Adj. Expense Ratio
0.590%
Expense Ratio
0.590%
Fee Level
Low
Longest Manager Tenure
24.36 years
Category
World Allocation
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
3.91%
Turnover
27%
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Morningstar’s Analysis

Will GMWAX outperform in future?

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

Contrarian, with modest constraints.

Analyst

Summary

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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.

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