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GMO SGM Major Markets III GSMFX

Analyst rating as of
NAV / 1-Day Return
32.06  /  0.96 %
Total Assets
362.3 Mil
Adj. Expense Ratio
1.010%
Expense Ratio
1.010%
Fee Level
Low
Longest Manager Tenure
9.40 years
Category
Multialternative
Alt Style Correlation / Relative Volatility
Low / Medium
Min. Initial Investment
5,000,000
Status
Open
TTM Yield
0.10%
Turnover
46%
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Morningstar’s Analysis

Will GSMFX outperform in future?

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

A solid offering that is light on resources.

Senior Analyst

Summary

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GMO SGM Major Markets uses a thoughtful portfolio construction process, but the strategy is relatively light on resources. Under our enhanced ratings framework that places a higher emphasis on the underlying pillar ratings, the Morningstar Analyst Rating has been downgraded to Neutral from Bronze for all share classes.

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