GBMIX Mutual Fund
GBMIX Mutual Fund
GBMIX Mutual Fund
GMO Benchmark-Free Allocation Fund Class I
GBMIX Mutual Fund Overview
GBMIX Mutual Fund (GMO Benchmark-Free Allocation Fund Class I) is managed by GMO with $317.0M in net assets. GBMIX expense ratio is 1.46%, holding 6 positions across various sectors. Inception date: 2019-08-08.
GBMIX performance shows a YTD return of 12.20%. The 1-year return is 26.23% and the 5-year return is 9.66%. GBMIX dividend yield stands at 3.67%, paid semi-annually.
GBMIX top holdings include Gmo Implementation Fund (83.7%), Gmo Alternative Allocation Fund (12.3%), Gmo Opportunistic Income Fund Class Vi (1.9%), Gmo Climate Change Fund (1.1%), Gmo High Yield Fund (1.0%). Go to all GBMIX holdings, GBMIX sectors, or GBMIX dividends.
GBMIX can be compared against other funds. Use GBMIX overlap to find shared positions, or GBMIX vs another fund for a side-by-side view. GBMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.