GMO Mutual Funds List

Number of Funds: 26
Avg. Expense Ratio: 0.43%
Avg. 1 Year Return: 31.80%
Avg. 5 Year Return: 8.04%
Median Risk/Return Score: 90 / 100

26 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
GAAVX	GMO Alternative Allocation Fund	Multistrategy	May 1, 2019	0.61%	1.36%	—	8.66%	69
GABFX	GMO Asset Allocation Bond Fund	Inflation-Protected Bonds	Mar 17, 2009	0.32%	-4.93%	0.36%	2.83%	3
GBATX	GMO Strategic Opportunities Allocation Fund	Global Allocation	May 30, 2005	0.32%	12.90%	9.59%	12.09%	92
GBFFX	GMO Benchmark-Free Fund	Global Allocation	Jun 14, 2011	0.35%	10.65%	7.24%	4.62%	95
GBMFX	GMO Benchmark-Free Allocation Fund	Global Allocation	Jul 22, 2003	0.74%	10.39%	6.97%	3.77%	95
GCAVX	GMO U.S. Small Cap Value Fund	Small Cap Value Equities	Jul 2, 2019	0.42%	18.63%	—	2.48%	77
GCCHX	GMO Climate Change Fund	Global Equities	Apr 4, 2017	0.77%	20.11%	—	1.25%	88
GHVIX	GMO High Yield Fund	High Yield Bonds	Jun 25, 2018	0.46%	1.74%	—	5.59%	73
GIMFX	GMO Implementation Fund	Global Allocation	Feb 29, 2012	0.02%	12.47%	7.33%	3.80%	95
GIOTX	GMO International Developed Equity Allocation Fund	Foreign Large Cap Equities	Jun 4, 2006	0.00%	19.59%	12.73%	6.72%	89
GMAQX	GMO Emerging Markets ex-China Fund	Emerging Markets Diversified	Oct 17, 2021	0.67%	53.39%	—	6.15%	96
GMCDX	GMO Emerging Country Debt Fund	Emerging Markets Bonds	Apr 18, 1994	0.53%	9.32%	7.79%	5.74%	98
GMGEX	GMO Global Equity Allocation Fund	Global Equities	Nov 25, 1996	0.01%	18.76%	11.70%	3.95%	91
GMODX	GMO Opportunistic Income Fund	Nontraditional Bonds	Oct 2, 2011	0.47%	1.10%	4.24%	5.01%	97
GMOEX	GMO Emerging Markets Fund	Emerging Markets Diversified	Dec 8, 1993	0.90%	41.02%	9.73%	3.55%	94
GMOIX	GMO International Equity Fund	Foreign Large Cap Equities	Mar 30, 1987	0.66%	21.29%	13.13%	4.63%	86
GMOQX	GMO Emerging Country Debt Fund Class VI	Emerging Markets Bonds	Apr 19, 1994	0.51%	9.35%	—	5.83%	98
GMUEX	GMO U.S. Equity Fund	Large Cap Value Equities	Sep 18, 1985	0.47%	15.12%	14.68%	10.15%	89
GMWAX	GMO Global Asset Allocation Fund	Global Allocation	Oct 21, 1996	0.00%	11.93%	7.77%	4.36%	91
GOFIX	GMO Resources Fund	Energy Equities	Dec 27, 2011	0.72%	23.17%	13.43%	3.56%	86

Explore top GMO Mutual Fund Categories and Asset Classes

GMO Equity Mutual funds GMO Bond Mutual funds GMO Multi-Asset Mutual funds GMO Alternatives Mutual funds GMO Global Allocation Mutual funds GMO Foreign Large Cap Equities Mutual funds GMO Global Equities Mutual funds GMO Emerging Markets Bonds Mutual funds GMO Emerging Markets Diversified Mutual funds

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

Loading charts...

Time Period

Best GMO Mutual funds by Risk/Return Score

The top GMO Mutual funds by PortfoliosLab Risk/Return Score are GUSTX (99) and GMOQX (98). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
GUSTX	GMO U.S. Treasury Fund	99	—	Mar 2009
GMOQX	GMO Emerging Country Debt Fund Class VI	98	—	Apr 1994
GMCDX	GMO Emerging Country Debt Fund	98	—	Apr 1994
GMODX	GMO Opportunistic Income Fund	97	—	Oct 2011
GMAQX	GMO Emerging Markets ex-China Fund	96	—	Oct 2021

Best-Performing GMO Mutual funds Over 5 Years

The top GMO Mutual funds is GMOIX (15.81%). Across the lineup, GMO Mutual funds show an average 1-year return of 31.80% and an average 5-year return of 8.04%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
GMOIX	GMO International Equity Fund	15.81%	—	Mar 1987
GIOTX	GMO International Developed Equity Allocation Fund	14.80%	—	Jun 2006
GMUEX	GMO U.S. Equity Fund	13.70%	—	Sep 1985
GQETX	GMO Quality Fund	12.92%	—	Feb 2004
GQEFX	GMO Quality Fund Class IV	12.90%	—	Feb 2004

Lowest-Cost GMO Mutual funds

The top GMO Mutual funds is GMGEX (0.01%). With an average expense ratio of 0.43%, GMO Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005
GUSTX	GMO U.S. Treasury Fund	0.01%	—	Mar 2009
GIMFX	GMO Implementation Fund	0.02%	—	Feb 2012
GBATX	GMO Strategic Opportunities Allocation Fund	0.32%	—	May 2005

Highest-Yield GMO Mutual funds

The top GMO Mutual funds is GTMIX (19.83%). Across the lineup, GMO Mutual funds show an average dividend yield of 6.09%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
GTMIX	GMO Tax-Managed International Equities Fund	19.83%	—	Jul 1998
GBATX	GMO Strategic Opportunities Allocation Fund	12.09%	—	May 2005
GQETX	GMO Quality Fund	10.74%	—	Feb 2004
GQEFX	GMO Quality Fund Class IV	10.73%	—	Feb 2004
GMUEX	GMO U.S. Equity Fund	10.15%	—	Sep 1985

Top Mutual funds Issuers

Fidelity · 969 Mutual funds BlackRock · 356 Mutual funds Vanguard · 295 Mutual funds T. Rowe Price · 225 Mutual funds Franklin Templeton · 174 Mutual funds American Funds · 153 Mutual funds JPMorgan · 124 Mutual funds PIMCO · 124 Mutual funds Invesco · 122 Mutual funds MFS · 112 Mutual funds Nuveen · 106 Mutual funds John Hancock · 101 Mutual funds Dimensional · 100 Mutual funds Eaton Vance · 98 Mutual funds Voya · 98 Mutual funds Columbia · 97 Mutual funds American Century · 88 Mutual funds PGIM · 82 Mutual funds Victory · 79 Mutual funds Goldman Sachs · 78 Mutual funds Federated · 68 Mutual funds Hartford · 68 Mutual funds Principal · 65 Mutual funds TIAA Investments · 65 Mutual funds Charles Schwab · 63 Mutual funds Janus Henderson · 62 Mutual funds Virtus · 59 Mutual funds ProFunds · 58 Mutual funds SEI · 56 Mutual funds Putnam · 55 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.