GMO Global Asset Allocation Fund

Class Other (GMWAX)
4 / 5 Stars
4 4 4 5 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
B- (Buy)

#4 in World Allocation

U.S. News evaluated 120 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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The fund has returned 14.82 percent over the past year, 8.30 percent over the past three years, 10.41 percent over the past five years, and 7.55 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.5%
1 Year 14.8%
3 Years (Annualized) 8.3%
5 Years (Annualized) 10.4%
10 Years (Annualized) 7.6%

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The investment seeks total return greater than that of its benchmark, the GMO Global Asset Allocation Index, an internally maintained index computed by GMO, consisting of 65% MSCI ACWI and 35% Barclays U.S. Aggregate Index. Under normal circumstances, GMO intends to invest not more than 85% of the fund's assets in the Equity Funds. It is permitted to invest in any asset class, including, for example, U.S. and non-U.S. equities (including emerging country equities), U.S. and non-U.S. fixed income securities (including emerging country debt securities) and commodities.