GBFFX Mutual Fund

GBFFX Mutual Fund

NAV$24.68
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Fund Essentials - as of Feb 28, 2026

Net Assets
$1.3B
Expense Ratio
0.59%
Dividend Yield (Current)
4.90%
Holdings
1,212
Inception Date
Jun 15, 2011
Fund Family
GMO
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+12.60%
1 Year+27.03%
3 Year+15.57%
5 Year+10.28%
10 Year+7.42%

Asset Allocation

Stocks: 46.93%
Bonds: 32.55%
Cash: 0.86%
Other: 19.66%
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Top Holdings

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TickerNameWeight
-Nomura Repo14.67%
GAAVXGmo Alternative Allocation Fund12.65%
TF 0 04/30/27Treasury Floating Rate Note 4.43% Apr 30, 20274.60%
-Us Tsy Frn 01/31/28 Govt4.26%
TF 0 07/31/27Treasury Floating Rate Note 4.44% Jul 31, 20274.25%
Top 10 Concentration: 52.00%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
4.90%
Frequency
Semi-Annually
Latest Distribution
$0.82
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

GBFFX Mutual Fund Overview

GBFFX Mutual Fund (Benchmark-Free Fund Class III) is managed by GMO with $1.34B in net assets. GBFFX expense ratio is 0.59%, holding 1212 positions across sectors including Financials, Health Care, Consumer Discretionary. Inception date: 2011-06-15.

GBFFX performance shows a YTD return of 12.60%. The 1-year return is 27.03% and the 5-year return is 10.28%. GBFFX dividend yield stands at 4.90%, paid semi-annually.

GBFFX top holdings include Nomura Repo (14.7%), Gmo Alternative Allocation Fund (12.7%), Treasury Floating Rate Note 4.43% Apr 30, 2027 (4.6%), Us Tsy Frn 01/31/28 Govt (4.3%), Treasury Floating Rate Note 4.44% Jul 31, 2027 (4.3%). Go to all GBFFX holdings, GBFFX sectors, or GBFFX dividends.

GBFFX can be compared against other funds. Use GBFFX overlap to find shared positions, or GBFFX vs another fund for a side-by-side view. GBFFX alternatives are available via the screener, along with tax-loss harvesting opportunities.