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.
NAV / 1-Day Return
30.04 / 0.40 %
Adj. Expense Ratio
Longest Manager Tenure
Investment StyleLarge Value
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Fund Analysis GMWAX
Will GMWAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.