GMWRX Mutual Fund
GMWRX Mutual Fund
GMWRX Mutual Fund
GMO Global Asset Allocation Fund Class R6
GMWRX Mutual Fund Overview
GMWRX Mutual Fund (GMO Global Asset Allocation Fund Class R6) is managed by GMO. GMWRX expense ratio is 0.84%, holding 21 positions across various sectors. Inception date: 2019-09-30.
GMWRX performance shows a YTD return of 12.08%. The 1-year return is 25.72% and the 5-year return is 8.28%. GMWRX dividend yield stands at 4.42%, paid semi-annually.
GMWRX 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 GMWRX holdings, GMWRX sectors, or GMWRX dividends.
GMWRX can be compared against other funds. Use GMWRX overlap to find shared positions, or GMWRX vs another fund for a side-by-side view. GMWRX alternatives are available via the screener, along with tax-loss harvesting opportunities.