GMO Alternative Allocation FundGAAGX

MUTUAL FUNDGrantham Mayo Van Otterloo
Type
Mutual fund
Peer group
Allocation
Net assets
$813.0M
Expense ratio
3.02%
1-year return
+16.9%
3 years, a year
+6.6%
5 years, a year
+4.3%
Holdings
1,501

What it aims to do.

Positive total return.

Top 10 holdings.

Holding% of fund
JOBY Daiwa Capital Markets America, Inc.15.38%
United States Treasury10.10%
United States Treasury7.65%
WBD Warner Bros Discovery Inc3.03%
United States Treasury3.01%
Hologic Inc2.92%
New Gold Inc2.38%
NWE Northwestern Energy Group Inc2.38%
TXNM TXNM Energy Inc2.23%
JOBY JDE Peet's NV2.12%

More on GAAGX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.