GMO Strategic Opportunities Allocation Fund

Class Other (GBATX)
Scorecard
4 / 5 Stars
Lipper
5 5 3 5 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

#1 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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Performance

The fund has returned 20.40 percent over the past year, 11.92 percent over the past three years, and 13.12 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 7.0%
1 Year 20.4%
3 Years (Annualized) 11.9%
5 Years (Annualized) 13.1%
10 Years (Annualized) N/A

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Summary

The investment seeks total return greater than that of its benchmark, the GMO Strategic Opportunities Allocation Index, an internally maintained composite index computed by GMO, consisting of 75% MSCI World Index and 25% Barclays U.S. Aggregate Index. The fund 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.