GMO Benchmark-Free Allocation Fund

Scorecard
3 / 5 Stars
Lipper
5 5 5 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
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TheStreet.com
C+ (Hold)

U.S. News evaluated 121 World Allocation 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 7.94 percent over the past year, 7.92 percent over the past three years, 10.62 percent over the past five years, and 8.84 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.3%
1 Year 7.9%
3 Years (Annualized) 7.9%
5 Years (Annualized) 10.6%
10 Years (Annualized) 8.8%

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Summary

The investment seeks positive total return not "relative" return. The fund is structured as a fund of funds and gains its investment exposures primarily by investing in Implementation Fund. It seeks annualized excess returns of 5% (net of fees) above the Consumer Price Index, with annualized volatility of 5-10%, over a complete market cycle. The Manager does not manage the fund to, or control the fund's risk relative to, any securities index or securities benchmark. The fund may invest in U.S. Treasury Fund and money market funds that are unaffiliated with GMO.

Fees

Fees are Low compared to funds in the same category.
GMO Benchmark-Free Allocation Fund has an expense ratio of 0.54 percent.

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Risk

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

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