5 / 5 Stars
5 5 5 5 2
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 148 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.01 percent over the past year, 9.52 percent over the past three years, and 6.79 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||5.9%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||6.8%|
|10 Years (Annualized)||N/A|
The investment seeks a positive total return. The fund is a fund of funds and invests primarily in shares of other GMO funds, which may include the International Equity funds, the U.S. Equity funds, the Fixed Income funds, Alpha Only fund, Alternative Asset Opportunity fund, Debt Opportunities fund, High Quality Short-Duration Bond fund, Special Situations fund, World Opportunity Overlay fund, Implementation fund and U.S. Flexible Equities fund. It may invest in U.S. Treasury fund and unaffiliated money market funds.
Fees are Below Average compared to funds in the same category.
GMO Benchmark-Free Allocation Fund has an expense ratio of 0.54 percent.
Risk is Low compared to funds in the same category according to Morningstar.