GBMBX Mutual Fund
GBMBX Mutual Fund
GBMBX Mutual Fund
GMO Benchmark-Free Allocation Fund Class IV
GBMBX Mutual Fund Overview
GBMBX Mutual Fund (GMO Benchmark-Free Allocation Fund Class IV) is managed by GMO with $2.73B in net assets. GBMBX expense ratio is 1.18%, holding 6 positions across various sectors. Inception date: 2012-12-11.
GBMBX performance shows a YTD return of 8.72%. The 1-year return is 23.24% and the 5-year return is 8.71%. GBMBX dividend yield stands at 3.86%, paid semi-annually.
GBMBX top holdings include Gmo Implementation Fund (83.0%), Gmo Alternative Allocation Fund (13.0%), Gmo Opportunistic Income Fund Class Vi (2.0%), Gmo High Yield Fund (1.0%), Gmo Climate Change Fund (1.0%). View all GBMBX holdings, sector breakdown, or dividend history.
GBMBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GBMBX alternatives are available via the screener, along with tax-loss harvesting opportunities.