GMO Global Asset Allocation Series Fund

Class Retirement (GATRX)

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.

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Performance

Trailing Returns Updated 04.30.2013
Year to date 6.2%
1 Year N/A
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return greater than that of its benchmark, the GMO Global Asset Allocation Index. The fund invests substantially all of its assets in GMO Global Asset Allocation Fund ("GAAF"), which invests primarily in shares of other funds managed by GMO ("GMO Funds"). It is a fund of funds and invests primarily in shares of other GMO Funds. Under normal circumstances, the Manager intends to invest not more than 85% of the fund's assets in the GMO U.S. Equity Funds and GMO International Equity Funds.

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