GBMFX Mutual Fund

GBMFX Mutual Fund (GMO Benchmark-Free Allocation Fund Class III) is managed by GMO with $4.34B in net assets. GBMFX expense ratio is 1.23%, holding 6 positions across various sectors. Inception date: 2003-07-23.

GBMFX performance shows a YTD return of 13.52%. The 1-year return is 22.88% and the 5-year return is 8.81%. GBMFX dividend yield stands at 3.70%, paid semi-annually.

GBMFX 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 GBMFX holdings, GBMFX sectors, or GBMFX dividends.

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