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GMO Global Asset Allocation III GMWAX

Analyst rating as of
NAV / 1-Day Return
36.22  /  0.06 %
Total Assets
660.8 Mil
Adj. Expense Ratio
0.630%
Expense Ratio
0.630%
Fee Level
Low
Longest Manager Tenure
25.00 years
Category
World Allocation
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
4.04%
Turnover
41%
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Morningstar’s Analysis

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Summary

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A tried and tested management team that has invested through numerous boom and bust cycles helms GMO Global Asset Allocation. The team’s contrarian approach can run out of favor for long periods, but should still deliver over the long run. The fund's two share classes earn a Morningstar Analyst Rating of Bronze.

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