GMO SGM Major Markets utilizes a well-thought out portfolio construction technique, but a small dedicated management team holds our conviction back. It earns a Morningstar Analyst Rating of Neutral across all share classes.
Will GSMFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GSMFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the GSMFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of GSMFX’s parent organization’s priorities and whether they’re in line with investors’ interests.