PortfoliosLab logoPortfoliosLab logo

GMO Mutual Funds List

Here you can find all mutual funds issued by GMO and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.


Issuer is GMO
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
GMO Alternative Allocation FundMultistrategyMay 1, 20190.61%
3.33%
8.49%
90
GMO Asset Allocation Bond FundInflation-Protected BondsMar 17, 20090.32%
-0.91%
0.78%
2.71%
6
GMO Strategic Opportunities Allocation FundGlobal AllocationMay 30, 20050.32%
3.78%
8.54%
13.15%
93
GMO Benchmark-Free FundGlobal AllocationJun 14, 20110.35%
5.76%
6.70%
4.84%
97
GMO Benchmark-Free Allocation FundGlobal AllocationJul 22, 20030.74%
5.61%
6.41%
3.94%
97
GMO U.S. Small Cap Value FundSmall Cap Value EquitiesJul 2, 20190.42%
3.04%
2.85%
65
GMO Climate Change FundGlobal EquitiesApr 4, 20170.77%
10.71%
1.36%
95
GMO High Yield FundHigh Yield BondsJun 25, 20180.46%
-0.70%
5.72%
87
GMO Implementation FundGlobal AllocationFeb 29, 20120.02%
6.27%
6.59%
4.02%
97
GMO International Developed Equity Allocation FundForeign Large Cap EquitiesJun 4, 20060.00%
6.03%
11.04%
7.58%
94
GMO Emerging Markets ex-China FundEmerging Markets DiversifiedOct 17, 20210.67%
8.07%
8.72%
94
GMO Emerging Country Debt FundEmerging Markets BondsApr 18, 19940.53%
2.31%
7.62%
6.13%
97
GMO Global Equity Allocation FundGlobal EquitiesNov 25, 19960.01%
3.72%
9.93%
4.52%
90
GMO Opportunistic Income FundNontraditional BondsOct 2, 20110.47%
0.74%
4.36%
5.03%
98
GMO Emerging Markets FundEmerging Markets DiversifiedDec 8, 19930.90%
5.22%
6.51%
4.76%
90
GMO International Equity FundForeign Large Cap EquitiesMar 30, 19870.66%
5.23%
11.16%
5.34%
93
GMO Emerging Country Debt Fund Class VIEmerging Markets BondsApr 19, 19940.51%
2.32%
6.23%
97
GMO U.S. Equity FundLarge Cap Value EquitiesSep 18, 19850.47%
-2.06%
12.58%
11.93%
78
GMO Global Asset Allocation FundGlobal AllocationOct 21, 19960.00%
3.33%
6.83%
4.72%
93
GMO Resources FundEnergy EquitiesDec 27, 20110.72%
30.03%
14.57%
3.37%
95

Rows per page

1–20 of 26

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.

0%Annualized Volatility0%Annualized Return

Loading graphics...