GMO Benchmark-Free Allocation FundGBMIX

MUTUAL FUNDGrantham Mayo Van Otterloo
Type
Mutual fund
Peer group
Allocation
Net assets
$2.6B
Expense ratio
—
1-year return
+22.7%
3 years, a year
+15.7%
5 years, a year
+9.9%
12-month yield
3.65%
Holdings
6

What it aims to do.

Positive total return.

Top 10 holdings.

Holding% of fund
GMO Implementation Fund83.01%
GMO Alternative Allocation Fund12.96%
GMO Opportunistic Income Fund2.00%
GMO Climate Change Fund0.98%
GMO High Yield Fund0.98%
State Street Global Advisors0.13%

More on GBMIX.

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