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 54 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	91	—	Oct 2012	GABFX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	91	71.10B	Oct 2012	GABFX vs VTAPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	91	—	Oct 2012	GABFX vs VTIPX
SEIAX	SEI Multi-Asset Real Return Fund Class A	86	—	Jul 2011	GABFX vs SEIAX
APOIX	American Century Short Duration Inflation Protecti...	80	1.19B	May 2005	GABFX vs APOIX

Top Performing GABFX Alternatives (YTD)

GABFX is at -6.32% YTD. There are 55 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 9.31%.

Symbol	Name	YTD Return	AUM	Inception
SEIAX	SEI Multi-Asset Real Return Fund Class A	9.31%	—	Jul 2011	GABFX vs SEIAX
IPBAX	Allspring Real Return Fund	8.62%	—	Feb 2003	GABFX vs IPBAX
DFAAX	DFA Global Core Plus Real Return Portfolio	2.04%	—	May 2021	GABFX vs DFAAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.83%	—	Oct 2012	GABFX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.81%	71.10B	Oct 2012	GABFX vs VTAPX

Lowest Volatility Alternatives to GABFX

GABFX has 9.70% 1-year volatility. There are 55 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.55%.

Symbol	Name	Volatility 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	1.55%	—	Oct 2012	GABFX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.57%	71.10B	Oct 2012	GABFX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.58%	—	Oct 2012	GABFX vs VTSPX
EARRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.63%	—	Mar 2010	GABFX vs EARRX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.66%	—	Mar 2010	GABFX vs EIRRX

Lowest Drawdown Alternatives to GABFX

GABFX has a 1-year max drawdown of -10.10%. There are 54 mutual funds in the Inflation-Protected Bonds category with shallower 1-year drawdowns, going as shallow as -0.72%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
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%	71.10B	Oct 2012	GABFX vs VTAPX
APOIX	American Century Short Duration Inflation Protecti...	-0.82%	1.19B	May 2005	GABFX vs APOIX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	-0.89%	—	Mar 2010	GABFX vs EIRRX

Other Mutual Funds from GMO

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GQETX	GMO Quality Fund	Quality Factor, Large Cap Blend Equities	52	6.51%	—	Feb 2004	GABFX vs GQETX
GMGEX	GMO Global Equity Allocation Fund	Global Equities	93	19.52%	—	Nov 1996	GABFX vs GMGEX
GMOIX	GMO International Equity Fund	Foreign Large Cap Equities	88	20.31%	—	Mar 1987	GABFX vs GMOIX
GMOQX	GMO Emerging Country Debt Fund Class VI	Emerging Markets Bonds	98	8.19%	—	Apr 1994	GABFX vs GMOQX
GUSTX	GMO U.S. Treasury Fund	Government Bonds	99	1.59%	—	Mar 2009	GABFX vs GUSTX
GIOTX	GMO International Developed Equity Allocation Fund	Foreign Large Cap Equities	92	21.36%	—	Jun 2006	GABFX vs GIOTX
GTMIX	GMO Tax-Managed International Equities Fund	Foreign Large Cap Equities	97	22.05%	—	Jul 1998	GABFX vs GTMIX
GBFFX	GMO Benchmark-Free Fund	Global Allocation	97	13.32%	—	Jun 2011	GABFX vs GBFFX
GUGAX	GMO Multi-Sector Fixed Income Fund	Intermediate Core-Plus Bond	90	0.96%	—	Apr 1997	GABFX vs GUGAX
GWOAX	GMO Global Developed Equity Allocation Fund	Global Equities	93	17.69%	—	Jun 2005	GABFX vs GWOAX

Often Compared With GABFX

Investors most often compare GABFX with GABF, XLF, QQQ. 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	7	-1.93%	50.20M	May 2022	GABFX vs GABF
XLF	State Street Financial Select Sector SPDR ETF	Financials Equities	27	4.86%	57.61B	Dec 1998	GABFX vs XLF
QQQ	Invesco QQQ ETF	Nasdaq-100	49	12.26%	452.80B	Mar 1999	GABFX vs QQQ
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	GABFX vs SPY
GMWAX	GMO Global Asset Allocation Fund	Global Allocation	93	12.58%	—	Oct 1996	GABFX vs GMWAX
BOND	PIMCO Active Bond ETF	Intermediate Core-Plus Bond	37	-0.31%	8.31B	Mar 2012	GABFX vs BOND
GMOEX	GMO Emerging Markets Fund	Emerging Markets Equities	81	29.90%	—	Dec 1993	GABFX vs GMOEX
GQEFX	GMO Quality Fund Class IV	Quality Factor, Large Cap Blend Equities	47	6.55%	—	Feb 2004	GABFX vs GQEFX
GMUEX	GMO U.S. Equity Fund	Large Cap Value Equities	89	15.08%	—	Sep 1985	GABFX vs GMUEX
GMODX	GMO Opportunistic Income Fund	Nontraditional Bonds	98	1.42%	—	Oct 2011	GABFX vs GMODX
LIFAX	Lord Abbett Inflation Focused Fund Class A	Inflation-Protected Bonds	70	1.22%	—	Jun 2015	GABFX vs LIFAX
FSPWX	Fidelity SAI Inflation-Protected Bond Index Fund	Inflation-Protected Bonds	9	-0.66%	—	Aug 2024	GABFX vs FSPWX
GBMFX	GMO Benchmark-Free Allocation Fund	Global Allocation	97	12.95%	—	Jul 2003	GABFX vs GBMFX
TRBFX	T. Rowe Price Limited Duration Inflation Focused B...	Inflation-Protected Bonds	21	1.30%	—	Sep 2006	GABFX vs TRBFX
GCCHX	GMO Climate Change Fund	Global Equities	61	10.46%	—	Apr 2017	GABFX vs GCCHX
VCTPX	VALIC Company I Inflation Protected Fund	Inflation-Protected Bonds	34	0.96%	—	Dec 2004	GABFX vs VCTPX
GOFIX	GMO Resources Fund	Energy Equities	82	20.94%	—	Dec 2011	GABFX vs GOFIX
GAAVX	GMO Alternative Allocation Fund	Multistrategy	89	4.73%	—	May 2019	GABFX vs GAAVX
GMCDX	GMO Emerging Country Debt Fund	Emerging Markets Bonds	98	8.12%	—	Apr 1994	GABFX vs GMCDX
GIMFX	GMO Implementation Fund	Global Allocation	97	15.19%	—	Feb 2012	GABFX vs GIMFX

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