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 11.21%. The 1-year return is 26.38% and the 5-year return is 9.92%. GBATX dividend yield stands at 12.18%, 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%). View all GBATX holdings, sector breakdown, or dividend history.

GBATX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GBATX alternatives are available via the screener, along with tax-loss harvesting opportunities.