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
FFNYX	Fidelity SAI 0-5 Year Inflation-Protected Bond Ind...	0.05%	—	Nov 2025	GABFX vs FFNYX

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 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	94	—	Oct 2012	GABFX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	94	68.50B	Oct 2012	GABFX vs VTAPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	93	—	Oct 2012	GABFX vs VTIPX
IPBAX	Allspring Real Return Fund	92	—	Feb 2003	GABFX vs IPBAX
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	92	—	Jan 2022	GABFX vs FSTZX

Top Performing GABFX Alternatives (YTD)

GABFX is at -4.34% YTD. There are 55 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 15.06%.

Symbol	Name	YTD Return	AUM	Inception
IPBAX	Allspring Real Return Fund	15.06%	—	Feb 2003	GABFX vs IPBAX
SEIAX	SEI Multi-Asset Real Return Fund Class A	7.96%	—	Jul 2011	GABFX vs SEIAX
DFAAX	DFA Global Core Plus Real Return Portfolio	2.96%	—	May 2021	GABFX vs DFAAX
IBRIX	VY BlackRock Inflation Protected Bond Portfolio	2.54%	—	Apr 2007	GABFX vs IBRIX
VCTPX	VALIC Company I Inflation Protected Fund	2.23%	—	Dec 2004	GABFX vs VCTPX

Lowest Volatility Alternatives to GABFX

GABFX has 10.74% 1-year volatility. There are 55 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.51%.

Symbol	Name	Volatility 1Y	AUM	Inception
EARRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.51%	—	Mar 2010	GABFX vs EARRX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	1.52%	—	Oct 2012	GABFX vs VTIPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.53%	—	Oct 2012	GABFX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.53%	68.50B	Oct 2012	GABFX vs VTAPX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.55%	—	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...	-0.72%	—	Oct 2012	GABFX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	-0.72%	68.50B	Oct 2012	GABFX vs VTAPX
APOIX	American Century Short Duration Inflation Protecti...	-0.76%	1.19B	May 2005	GABFX vs APOIX

Other Mutual Funds from GMO

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GQETX	GMO Quality Fund	Large Cap Blend Equities	36	6.06%	—	Feb 2004	GABFX vs GQETX
GMOIX	GMO International Equity Fund	Foreign Large Cap Equities	75	18.57%	—	Mar 1987	GABFX vs GMOIX
GUSTX	GMO U.S. Treasury Fund	Government Bonds	99	1.46%	—	Mar 2009	GABFX vs GUSTX
GMOQX	GMO Emerging Country Debt Fund Class VI	Emerging Markets Bonds	98	8.37%	—	Apr 1994	GABFX vs GMOQX
GMGEX	GMO Global Equity Allocation Fund	Global Equities	91	19.07%	—	Nov 1996	GABFX vs GMGEX
GIOTX	GMO International Developed Equity Allocation Fund	Foreign Large Cap Equities	81	17.75%	—	Jun 2006	GABFX vs GIOTX
GBFFX	GMO Benchmark-Free Fund	Global Allocation	96	11.70%	—	Jun 2011	GABFX vs GBFFX
GUGAX	GMO Multi-Sector Fixed Income Fund	Intermediate Core-Plus Bond	67	0.96%	—	Apr 1997	GABFX vs GUGAX
GMWAX	GMO Global Asset Allocation Fund	Global Allocation	91	12.22%	—	Oct 1996	GABFX vs GMWAX
GAAVX	GMO Alternative Allocation Fund	Multistrategy	66	1.31%	—	May 2019	GABFX vs GAAVX

Often Compared With GABFX

Investors most often compare GABFX with GABF, XLF, SPY. These 20 comparison targets span 15 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	-5.24%	50.20M	May 2022	GABFX vs GABF
XLF	State Street Financial Select Sector SPDR ETF	Financials Equities	11	-5.56%	49.47B	Dec 1998	GABFX vs XLF
SPY	State Street SPDR S&P 500 ETF	S&P 500	75	11.69%	781.00B	Jan 1993	GABFX vs SPY
QQQ	Invesco QQQ ETF	Nasdaq-100	77	21.62%	493.99B	Mar 1999	GABFX vs QQQ
BOND	PIMCO Active Bond ETF	Intermediate Core-Plus Bond	48	0.72%	7.88B	Mar 2012	GABFX vs BOND
GMOEX	GMO Emerging Markets Fund	Emerging Markets Diversified	95	43.46%	—	Dec 1993	GABFX vs GMOEX
GQEFX	GMO Quality Fund Class IV	Large Cap Blend Equities	37	6.09%	—	Feb 2004	GABFX vs GQEFX
GMUEX	GMO U.S. Equity Fund	Large Cap Value Equities	90	16.01%	—	Sep 1985	GABFX vs GMUEX
FSPWX	Fidelity SAI Inflation-Protected Bond Index Fund	Inflation-Protected Bonds	34	1.83%	—	Aug 2024	GABFX vs FSPWX
GTMIX	GMO Tax-Managed International Equities Fund	Foreign Large Cap Equities	88	13.48%	—	Jul 1998	GABFX vs GTMIX
TRBFX	T. Rowe Price Limited Duration Inflation Focused B...	Inflation-Protected Bonds	19	1.86%	—	Sep 2006	GABFX vs TRBFX
GCCHX	GMO Climate Change Fund	Global Equities	92	26.80%	—	Apr 2017	GABFX vs GCCHX
GWOAX	GMO Global Developed Equity Allocation Fund	Global Equities	88	15.70%	—	Jun 2005	GABFX vs GWOAX
GMCDX	GMO Emerging Country Debt Fund	Emerging Markets Bonds	98	8.34%	—	Apr 1994	GABFX vs GMCDX
GBMFX	GMO Benchmark-Free Allocation Fund	Global Allocation	95	11.51%	—	Jul 2003	GABFX vs GBMFX
GIMFX	GMO Implementation Fund	Global Allocation	95	13.71%	—	Feb 2012	GABFX vs GIMFX
GMODX	GMO Opportunistic Income Fund	Nontraditional Bonds	97	1.10%	—	Oct 2011	GABFX vs GMODX
GHVIX	GMO High Yield Fund	High Yield Bonds	74	1.57%	—	Jun 2018	GABFX vs GHVIX
LIFAX	Lord Abbett Inflation Focused Fund Class A	Inflation-Protected Bonds	82	1.95%	—	Jun 2015	GABFX vs LIFAX
GOFIX	GMO Resources Fund	Energy Equities	96	33.87%	—	Dec 2011	GABFX vs GOFIX

Compare GABFX with Any Fund or Stock

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

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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