GBMSX Mutual Fund
GBMSX Mutual Fund
GBMSX Mutual Fund
GMO Benchmark-Free Allocation Fund Class R6
GBMSX Mutual Fund Overview
GBMSX Mutual Fund (GMO Benchmark-Free Allocation Fund Class R6) is managed by GMO with $282.8M in net assets. GBMSX expense ratio is 1.35%, holding 6 positions across various sectors. Inception date: 2020-05-01.
GBMSX performance shows a YTD return of 12.23%. The 1-year return is 26.36% and the 5-year return is 9.77%. GBMSX dividend yield stands at 3.77%, paid semi-annually.
GBMSX 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 GBMSX holdings, GBMSX sectors, or GBMSX dividends.
GBMSX can be compared against other funds. Use GBMSX overlap to find shared positions, or GBMSX vs another fund for a side-by-side view. GBMSX alternatives are available via the screener, along with tax-loss harvesting opportunities.