GABFX Alternatives & Similar Mutual Funds

GMO Asset Allocation Bond Fund (GABFX) belongs to the Inflation-Protected Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GABFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to GABFX

GABFX charges 0.32% annually. There are 21 mutual funds in the Inflation-Protected Bonds category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
RRPAX	SEI Institutional Investments Trust Real Return Fu...	0.02%	—	Dec 2006	GABFX vs RRPAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	0.04%	—	Oct 2012	GABFX vs VTSPX
FIPDX	Fidelity Inflation-Protected Bond Index Fund	0.05%	—	May 2012	GABFX vs FIPDX
SWRSX	Schwab Treasury Inflation Protected Securities Ind...	0.05%	—	Mar 2006	GABFX vs SWRSX
FSPWX	Fidelity SAI Inflation-Protected Bond Index Fund	0.05%	—	Aug 2024	GABFX vs FSPWX

Best Risk-Adjusted Alternatives to GABFX

GABFX has a PortfoliosLab risk / return rank of 3. There are 55 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 88.

Symbol	Name	Risk / Return Rank	AUM	Inception
IPBAX	Allspring Real Return Fund	88	—	Feb 2003	GABFX vs IPBAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	85	—	Oct 2012	GABFX vs VTSPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	84	—	Oct 2012	GABFX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	84	70.50B	Oct 2012	GABFX vs VTAPX
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	80	—	Jan 2022	GABFX vs FSTZX

Top Performing GABFX Alternatives (YTD)

GABFX is at -4.93% YTD. There are 55 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 12.96%.

Symbol	Name	YTD Return	AUM	Inception
IPBAX	Allspring Real Return Fund	12.96%	—	Feb 2003	GABFX vs IPBAX
SEIAX	SEI Multi-Asset Real Return Fund Class A	5.53%	—	Jul 2011	GABFX vs SEIAX
DFAAX	DFA Global Core Plus Real Return Portfolio	2.44%	—	May 2021	GABFX vs DFAAX
VCTPX	VALIC Company I Inflation Protected Fund	1.65%	—	Dec 2004	GABFX vs VCTPX
IBRIX	VY BlackRock Inflation Protected Bond Portfolio	1.55%	—	Apr 2007	GABFX vs IBRIX

Lowest Volatility Alternatives to GABFX

GABFX has 10.22% 1-year volatility. There are 55 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.56%.

Symbol	Name	Volatility 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	1.56%	—	Oct 2012	GABFX vs VTIPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.58%	—	Oct 2012	GABFX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.58%	70.50B	Oct 2012	GABFX vs VTAPX
EARRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.63%	—	Mar 2010	GABFX vs EARRX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.64%	—	Mar 2010	GABFX vs EIRRX

Lowest Drawdown Alternatives to GABFX

GABFX has a 1-year max drawdown of -9.58%. There are 55 mutual funds in the Inflation-Protected Bonds category with shallower 1-year drawdowns, going as shallow as -0.70%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	-0.70%	—	Jan 2022	GABFX vs FSTZX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	-0.72%	—	Oct 2012	GABFX vs VTIPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	—	Oct 2012	GABFX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	70.50B	Oct 2012	GABFX vs VTAPX
APOIX	American Century Short Duration Inflation Protecti...	-0.82%	1.19B	May 2005	GABFX vs APOIX

Other Mutual Funds from GMO

The 10 most viewed GMO mutual funds shown here include GQETX, GMOIX, GMOQX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GQETX	GMO Quality Fund	Large Cap Blend Equities	32	3.91%	—	Feb 2004	GABFX vs GQETX
GMOIX	GMO International Equity Fund	Foreign Large Cap Equities	86	21.29%	—	Mar 1987	GABFX vs GMOIX
GMOQX	GMO Emerging Country Debt Fund Class VI	Emerging Markets Bonds	98	9.35%	—	Apr 1994	GABFX vs GMOQX
GUSTX	GMO U.S. Treasury Fund	Government Bonds	99	1.26%	—	Mar 2009	GABFX vs GUSTX
GMGEX	GMO Global Equity Allocation Fund	Global Equities	91	18.76%	—	Nov 1996	GABFX vs GMGEX
GIOTX	GMO International Developed Equity Allocation Fund	Foreign Large Cap Equities	89	19.59%	—	Jun 2006	GABFX vs GIOTX
GUGAX	GMO Multi-Sector Fixed Income Fund	Intermediate Core-Plus Bond	76	0.96%	—	Apr 1997	GABFX vs GUGAX
GBFFX	GMO Benchmark-Free Fund	Global Allocation	95	10.65%	—	Jun 2011	GABFX vs GBFFX
GAAVX	GMO Alternative Allocation Fund	Multistrategy	69	1.36%	—	May 2019	GABFX vs GAAVX
GTMIX	GMO Tax-Managed International Equities Fund	Foreign Large Cap Equities	91	13.12%	—	Jul 1998	GABFX vs GTMIX

Often Compared With GABFX

Investors most often compare GABFX with GABF, XLF, QQQ. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GABF	Gabelli Financial Services Opportunities ETF	Financials Equities	8	-4.42%	50.20M	May 2022	GABFX vs GABF
XLF	State Street Financial Select Sector SPDR ETF	Financials Equities	15	-0.77%	51.89B	Dec 1998	GABFX vs XLF
QQQ	Invesco QQQ ETF	Nasdaq-100	59	16.45%	493.17B	Mar 1999	GABFX vs QQQ
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	GABFX vs SPY
GMWAX	GMO Global Asset Allocation Fund	Global Allocation	91	11.93%	—	Oct 1996	GABFX vs GMWAX
BOND	PIMCO Active Bond ETF	Intermediate Core-Plus Bond	41	0.82%	8.04B	Mar 2012	GABFX vs BOND
GMOEX	GMO Emerging Markets Fund	Emerging Markets Diversified	94	41.02%	—	Dec 1993	GABFX vs GMOEX
GQEFX	GMO Quality Fund Class IV	Large Cap Blend Equities	32	3.93%	—	Feb 2004	GABFX vs GQEFX
GMUEX	GMO U.S. Equity Fund	Large Cap Value Equities	89	15.12%	—	Sep 1985	GABFX vs GMUEX
FFNYX	Fidelity SAI 0-5 Year Inflation-Protected Bond Ind...	Inflation-Protected Bonds	—	—	—	Nov 2025	GABFX vs FFNYX
GCCHX	GMO Climate Change Fund	Global Equities	88	20.11%	—	Apr 2017	GABFX vs GCCHX
TRBFX	T. Rowe Price Limited Duration Inflation Focused B...	Inflation-Protected Bonds	13	0.91%	—	Sep 2006	GABFX vs TRBFX
GWOAX	GMO Global Developed Equity Allocation Fund	Global Equities	89	15.54%	—	Jun 2005	GABFX vs GWOAX
LIFAX	Lord Abbett Inflation Focused Fund Class A	Inflation-Protected Bonds	56	0.74%	—	Jun 2015	GABFX vs LIFAX
GBMFX	GMO Benchmark-Free Allocation Fund	Global Allocation	95	10.39%	—	Jul 2003	GABFX vs GBMFX
GMODX	GMO Opportunistic Income Fund	Nontraditional Bonds	97	1.10%	—	Oct 2011	GABFX vs GMODX
GMCDX	GMO Emerging Country Debt Fund	Emerging Markets Bonds	98	9.32%	—	Apr 1994	GABFX vs GMCDX
GIMFX	GMO Implementation Fund	Global Allocation	95	12.47%	—	Feb 2012	GABFX vs GIMFX
GOFIX	GMO Resources Fund	Energy Equities	86	23.17%	—	Dec 2011	GABFX vs GOFIX
GHVIX	GMO High Yield Fund	High Yield Bonds	73	1.74%	—	Jun 2018	GABFX vs GHVIX

Compare GABFX with Any Fund or Stock

Compare GABFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair GABFX with funds that move differently

GMO Asset Allocation Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GABFX.

Explore GABFX Diversifiers

GMO Asset Allocation Bond Fund (GABFX) Alternatives