GMWAX Mutual Fund

GMWAX Mutual Fund (GMO Global Asset Allocation Fund Class III) is managed by GMO with $1.74B in net assets. GMWAX expense ratio is 0.69%, holding 21 positions across various sectors. Inception date: 1996-10-22.

GMWAX performance shows a YTD return of 12.05%. The 1-year return is 25.71% and the 5-year return is 8.28%. GMWAX dividend yield stands at 4.42%, paid semi-annually.

GMWAX top holdings include Gmo Alternative Allocation Fund (15.6%), Gmo International Equity Fund Class Iv (15.3%), Gmo Asset Allocation Bond Fund (13.5%), Gmo Emerging Markets Fund (7.5%), Gmo US Equity Fund (7.3%). Go to all GMWAX holdings, GMWAX sectors, or GMWAX dividends.

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