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 12.30%. The 1-year return is 26.48% and the 5-year return is 9.85%. GBMBX dividend yield stands at 3.80%, paid semi-annually.
GBMBX 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 GBMBX holdings, GBMBX sectors, or GBMBX dividends.
GBMBX can be compared against other funds. Use GBMBX overlap to find shared positions, or GBMBX vs another fund for a side-by-side view. GBMBX alternatives are available via the screener, along with tax-loss harvesting opportunities.