GMO Asset Allocation Bond FundGMOBX

MUTUAL FUNDGrantham Mayo Van Otterloo
Type
Mutual fund
Peer group
Alternative
Net assets
$106.0M
Expense ratio
0.46%
1-year return
-6.9%
3 years, a year
-3.8%
5 years, a year
—
Holdings
10

What it aims to do.

Total return in excess of that of its benchmark, the FTSE 3-Month Treasury Bill Index.

Top 10 holdings.

Holding% of fund
JOBY Nomura Securities International, Inc.88.71%
United States Treasury4.59%
United States Treasury4.18%
State Street Global Advisors1.84%
JOBY Chicago Board of Trade0.40%
JOBY Chicago Board of Trade0.20%
JOBY Chicago Board of Trade0.15%
JOBY Chicago Board of Trade0.15%
JOBY Chicago Board of Trade0.14%
JOBY Chicago Board of Trade0.05%

More on GMOBX.

Returns after fees, from the fund's SEC filings up to Jul 2023. Past returns are not a promise. Not financial advice.