GMO Global Equity Allocation Fund (GMGEX) Alternatives
GMO Global Equity Allocation Fund (GMGEX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GMGEX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to GMGEX
GMGEX charges 0.01% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among GMGEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | GMGEX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | GMGEX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | GMGEX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | GMGEX vs VMNVX | |
| Goldman Sachs Enhanced Dividend Global Equity Port... | 0.17% | Apr 29, 2008 | GMGEX vs GIDGX |
Best Risk-Adjusted Alternatives to GMGEX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 98 | May 23, 1984 | GMGEX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 95 | May 30, 2007 | GMGEX vs CAEIX | |
| GMO Climate Change Fund | 95 | Apr 4, 2017 | GMGEX vs GCCHX | |
| Artisan Global Equity Fund | 94 | Mar 28, 2010 | GMGEX vs ARTHX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | Sep 25, 1996 | GMGEX vs FMIEX |
Top Performing GMGEX Alternatives (YTD)
GMGEX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 13.06% | Jun 9, 2019 | GMGEX vs RTXAX | |
| GMO Climate Change Fund | 10.71% | Apr 4, 2017 | GMGEX vs GCCHX | |
| Nuveen Global Infrastructure Fund Class A | 10.36% | Dec 17, 2007 | GMGEX vs FGIAX | |
| GQG Partners Global Quality Dividend Income Fund | 10.08% | Jun 29, 2021 | GMGEX vs GQFPX | |
| Cohen & Steers Global Infrastructure Fund Class A | 9.35% | Aug 28, 2017 | GMGEX vs CSUAX |
Lowest Volatility Alternatives to GMGEX
GMGEX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.94% | Sep 4, 1990 | GMGEX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.06% | Dec 12, 2013 | GMGEX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.09% | Dec 12, 2013 | GMGEX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.60% | Dec 4, 2013 | GMGEX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.73% | — | GMGEX vs GLIFX |
Lowest Drawdown Alternatives to GMGEX
GMGEX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | GMGEX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | GMGEX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | GMGEX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | GMGEX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | GMGEX vs FGIAX |
Other Mutual Funds from GMO
Most popular GMO mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| GMO Quality Fund | Large Cap Blend Equities | 33 | -7.00% | Feb 6, 2004 | GMGEX vs GQETX | |
| GMO International Equity Fund | Foreign Large Cap Equities | 93 | 5.23% | Mar 30, 1987 | GMGEX vs GMOIX | |
| GMO U.S. Treasury Fund | Government Bonds | 99 | 0.51% | Mar 16, 2009 | GMGEX vs GUSTX | |
| GMO Asset Allocation Bond Fund | Inflation-Protected Bonds | 6 | -0.91% | Mar 17, 2009 | GMGEX vs GABFX | |
| GMO Benchmark-Free Fund | Global Allocation | 97 | 5.76% | Jun 14, 2011 | GMGEX vs GBFFX | |
| GMO Resources Fund | Energy Equities | 95 | 30.03% | Dec 27, 2011 | GMGEX vs GOFIX | |
| GMO Emerging Country Debt Fund | Emerging Markets Bonds | 97 | 2.31% | Apr 18, 1994 | GMGEX vs GMCDX | |
| GMO High Yield Fund | High Yield Bonds | 87 | -0.70% | Jun 25, 2018 | GMGEX vs GHVIX | |
| GMO Alternative Allocation Fund | Multistrategy | 90 | 3.33% | May 1, 2019 | GMGEX vs GAAVX | |
| GMO International Developed Equity Allocation Fund | Foreign Large Cap Equities | 94 | 6.03% | Jun 4, 2006 | GMGEX vs GIOTX |
Often Compared With GMGEX
What investors most often compare with GMGEX, based on PortfoliosLab usage data.
Compare GMGEX with Any Fund or Stock
Compare GMGEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.