| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
4
5
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#7 in World Allocation
U.S. News evaluated 144 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 11.61 percent over the past year, 8.09 percent over the past three years, 5.40 percent over the past five years, and 9.02 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.2% |
| 1 Year | 11.6% |
| 3 Years (Annualized) | 8.1% |
| 5 Years (Annualized) | 5.4% |
| 10 Years (Annualized) | 9.0% |
Summary
The investment seeks total return greater than that of its benchmark, the GMO Global Balanced Index. 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 and U.S. Flexible Equities fund.
