GMO Benchmark-Free Fund (GBFFX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GBFFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GBFFX
GBFFX charges 0.35% annually. There are 9 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | GBFFX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | GBFFX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | GBFFX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | GBFFX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | GBFFX vs JNSMX |
Best Risk-Adjusted Alternatives to GBFFX
GBFFX has a PortfoliosLab risk / return rank of 97. There is 1 mutual fund in the Global Allocation category with a higher risk-adjusted rank, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | GBFFX vs TIBAX | |
| GMO Benchmark-Free Allocation Fund | 97 | — | Jul 2003 | GBFFX vs GBMFX | |
| GMO Implementation Fund | 97 | — | Feb 2012 | GBFFX vs GIMFX | |
| Principal Diversified Select Real Asset Fund | 97 | — | Jul 2019 | GBFFX vs PDSYX | |
| Hartford Real Asset Fund | 97 | — | May 2010 | GBFFX vs HRLYX |
Top Performing GBFFX Alternatives (YTD)
GBFFX is at 13.32% YTD. There are 11 mutual funds in the Global Allocation category with higher YTD returns, going as high as 17.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 17.63% | — | Dec 2002 | GBFFX vs TIBAX | |
| Wilmington Real Asset Fund | 17.01% | — | Jun 2003 | GBFFX vs WMRIX | |
| Calamos Global Dynamic Income Fund | 16.29% | — | Jun 2007 | GBFFX vs CHW | |
| Calamos Global Total Return Fund | 15.69% | — | Oct 2005 | GBFFX vs CGO | |
| GMO Implementation Fund | 15.19% | — | Feb 2012 | GBFFX vs GIMFX |
Lowest Volatility Alternatives to GBFFX
GBFFX has 7.14% 1-year volatility. There are 10 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.02% | — | Jul 2019 | GBFFX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.43% | — | Dec 2017 | GBFFX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.75% | — | Mar 2011 | GBFFX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.82% | — | Sep 2011 | GBFFX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.96% | — | Dec 2011 | GBFFX vs PMFYX |
Lowest Drawdown Alternatives to GBFFX
GBFFX has a 1-year max drawdown of -5.67%. There are 16 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | GBFFX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -3.48% | — | Mar 2011 | GBFFX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | GBFFX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | GBFFX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | GBFFX vs MSTGX |
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 | |
|---|---|---|---|---|---|---|---|
| GMO Quality Fund | Quality Factor, Large Cap Blend Equities | 52 | 6.51% | — | Feb 2004 | GBFFX vs GQETX | |
| GMO Global Equity Allocation Fund | Global Equities | 93 | 19.52% | — | Nov 1996 | GBFFX vs GMGEX | |
| GMO International Equity Fund | Foreign Large Cap Equities | 88 | 20.31% | — | Mar 1987 | GBFFX vs GMOIX | |
| GMO Emerging Country Debt Fund Class VI | Emerging Markets Bonds | 98 | 8.19% | — | Apr 1994 | GBFFX vs GMOQX | |
| GMO U.S. Treasury Fund | Government Bonds | 99 | 1.59% | — | Mar 2009 | GBFFX vs GUSTX | |
| GMO International Developed Equity Allocation Fund | Foreign Large Cap Equities | 92 | 21.36% | — | Jun 2006 | GBFFX vs GIOTX | |
| GMO Tax-Managed International Equities Fund | Foreign Large Cap Equities | 97 | 22.05% | — | Jul 1998 | GBFFX vs GTMIX | |
| GMO Multi-Sector Fixed Income Fund | Intermediate Core-Plus Bond | 90 | 0.96% | — | Apr 1997 | GBFFX vs GUGAX | |
| GMO Asset Allocation Bond Fund | Inflation-Protected Bonds | 3 | -6.32% | — | Mar 2009 | GBFFX vs GABFX | |
| GMO Global Developed Equity Allocation Fund | Global Equities | 93 | 17.69% | — | Jun 2005 | GBFFX vs GWOAX |
Often Compared With GBFFX
Investors most often compare GBFFX with AHTPX, MAFIX, GAA. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare GBFFX with Any Fund or Stock
Compare GBFFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GBFFX with funds that move differently
GMO Benchmark-Free Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GBFFX.
Explore GBFFX Diversifiers