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.
- Number of Funds
- 26
- Avg. Expense Ratio
- 0.43%
- Avg. 1 Year Return
- 34.96%
- Avg. 5 Year Return
- 8.01%
- Median Risk/Return Score
- 91 / 100
GMO Mutual Funds List
7 results
| 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 Strategic Opportunities Allocation Fund | Global Allocation | May 30, 2005 | 0.32% | 13.74% | 9.37% | 12.00% | 91 | ||||||||
| GMO Benchmark-Free Fund | Global Allocation | Jun 14, 2011 | 0.35% | 12.11% | 7.17% | 4.56% | 96 | ||||||||
| GMO Benchmark-Free Allocation Fund | Global Allocation | Jul 22, 2003 | 0.74% | 11.91% | 6.93% | 3.72% | 95 | ||||||||
| GMO Implementation Fund | Global Allocation | Feb 29, 2012 | 0.02% | 14.16% | 7.26% | 3.75% | 95 | ||||||||
| GMO Emerging Markets ex-China Fund | Emerging Markets Diversified | Oct 17, 2021 | 0.67% | 57.96% | — | 5.97% | 97 | ||||||||
| GMO Emerging Markets Fund | Emerging Markets Diversified | Dec 8, 1993 | 0.90% | 44.93% | 9.93% | 3.46% | 96 | ||||||||
| GMO Global Asset Allocation Fund | Global Allocation | Oct 21, 1996 | 0.00% | 12.73% | 7.62% | 4.33% | 91 |
Explore top GMO Mutual Fund Categories and Asset Classes
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.
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5 Years
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 |
|---|---|---|---|---|
| GMO U.S. Treasury Fund | 99 | — | Mar 2009 | |
| GMO Emerging Country Debt Fund Class VI | 98 | — | Apr 1994 | |
| GMO Emerging Country Debt Fund | 98 | — | Apr 1994 | |
| GMO Emerging Markets ex-China Fund | 97 | — | Oct 2021 | |
| GMO Opportunistic Income Fund | 97 | — | Oct 2011 |
Best-Performing GMO Mutual funds Over 5 Years
The top GMO Mutual funds is GMOIX (14.89%).
Across the lineup, GMO Mutual funds show an average 1-year return of 34.96% and an average 5-year return of 8.01%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| GMO International Equity Fund | 14.89% | — | Mar 1987 | |
| GMO International Developed Equity Allocation Fund | 14.01% | — | Jun 2006 | |
| GMO U.S. Equity Fund | 13.77% | — | Sep 1985 | |
| GMO Quality Fund | 13.46% | — | Feb 2004 | |
| GMO Quality Fund Class IV | 13.45% | — | 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 |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | |
| GMO U.S. Treasury Fund | 0.01% | — | Mar 2009 | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | |
| GMO Implementation Fund | 0.02% | — | Feb 2012 | |
| GMO Asset Allocation Bond Fund | 0.32% | — | Mar 2009 |
Highest-Yield GMO Mutual funds
The top GMO Mutual funds is GTMIX (19.62%).
Across the lineup, GMO Mutual funds show an average dividend yield of 6.02%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 19.62% | — | Jul 1998 | |
| GMO Strategic Opportunities Allocation Fund | 12.00% | — | May 2005 | |
| GMO Quality Fund | 10.55% | — | Feb 2004 | |
| GMO Quality Fund Class IV | 10.54% | — | Feb 2004 | |
| GMO U.S. Equity Fund | 9.99% | — | Sep 1985 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
GBFFX vs. AHTPXGBFFX vs. MAFIXGBFFX vs. GAAGBFFX vs. CIBFXGBFFX vs. FESGXGMWAX vs. BRK-BGMWAX vs. SPGPGMWAX vs. GIOTXGMWAX vs. GABFXGMWAX vs. GMGEXGBMFX vs. FESGXGBMFX vs. JNSMXGBMFX vs. HGLBGBMFX vs. VOOGBMFX vs. FFACXGIMFX vs. RPGAXGIMFX vs. IFAFXGIMFX vs. FFAAXGIMFX vs. TZINXGIMFX vs. CIBFXGMOEX vs. ESCIXGMOEX vs. GABFXGMOEX vs. FCEEXGMOEX vs. GAAVXGMOEX vs. EITEXGMAQX vs. CEMFXGMAQX vs. DWGAXGMAQX vs. GLLSXGMAQX vs. DFESXGMAQX vs. BADEXGBATX vs. CHWGBATX vs. GIOTXGBATX vs. GMOQXGBATX vs. RALIXGBATX vs. GAAVX