GMO Strategic Fixed Income Fund

Scorecard
3 / 5 Stars
Lipper
5 5 5 5 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
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TheStreet.com
A+ (Buy)

U.S. News evaluated 81 Multisector Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 1.67 percent over the past year, 7.81 percent over the past three years, and 10.50 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 1.7%
1 Year 1.7%
3 Years (Annualized) 7.8%
5 Years (Annualized) 10.5%
10 Years (Annualized) N/A

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Summary

The investment seeks total return in excess of that of its benchmark, the J.P. Morgan U.S. 3 Month Cash Index. Under normal circumstances, the fund invests directly and indirectly (e.g., through other GMO Funds or derivatives) at least 80% of its assets in fixed income securities. It is permitted to invest in fixed income securities of any kind (e.g., fixed income securities of any maturity, duration or credit quality). The fund may invest in any sector of the fixed income market and is not required to maintain a minimum or maximum allocation of investments in any one sector. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
GMO Strategic Fixed Income Fund has an expense ratio of 0.29 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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