GBATX Mutual Fund
GBATX Mutual Fund
GBATX Mutual Fund
GMO Strategic Opportunities Allocation Fund Class III
GBATX Mutual Fund Overview
GBATX Mutual Fund (GMO Strategic Opportunities Allocation Fund Class III) is managed by GMO with $199.5M in net assets. GBATX expense ratio is 0.82%, holding 21 positions across sectors including Financials, Energy. Inception date: 2005-05-31.
GBATX performance shows a YTD return of 13.34%. The 1-year return is 28.16% and the 5-year return is 10.58%. GBATX dividend yield stands at 15.35%, paid semi-annually.
GBATX top holdings include Gmo Alternative Allocation Fund (18.1%), Gmo International Equity Fund Class Iv (17.7%), Gmo Asset Allocation Bond Fund (9.5%), Gmo International Opportunistic Value Fund (8.3%), Gmo Us Opportunistic Value Fund (7.8%). Go to all GBATX holdings, GBATX sectors, or GBATX dividends.
GBATX can be compared against other funds. Use GBATX overlap to find shared positions, or GBATX vs another fund for a side-by-side view. GBATX alternatives are available via the screener, along with tax-loss harvesting opportunities.