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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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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 17.92 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.9% |
| 1 Year | 17.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks positive total return, not "relative return." The manager pursues investment strategies for the fund that are intended to complement the strategies being pursued by the manager in GMO Benchmark-Free Allocation Fund. Accordingly, the fund is not intended as a stand-alone investment. The manager uses multi-year forecasts of relative value and risk to determine the fund's strategic direction. Depending on the manager's outlook, it may have exposure to any asset class (e.g., foreign equity, U.S. equity, emerging country equity, emerging country debt, foreign fixed income, and U.S. fixed income). The fund is non-diversified.
