GMO Global Developed Equity Allocation FundGWOAX
Type
Mutual fund
Peer group
Allocation
Net assets
$99.9M
Expense ratio
0.54%
1-year return
+35.2%
3 years, a year
+22.0%
5 years, a year
+13.3%
Holdings
13
What it aims to do.
Total return greater than that of its benchmark, the MSCI World Index.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GMO International Equity Fund | 27.57% |
| GMO US Opportunistic Value Fund | 14.67% |
| GMO Quality Fund | 14.61% |
| GMO US Equity Fund | 11.42% |
| GMO International Opportunistic Value Fund | 11.38% |
| GMO-Usonian Japan Value Creation Fund | 6.26% |
| GMO Small Cap Quality Fund | 3.82% |
| GMO US Small Cap Value Fund | 2.79% |
| GMO Resources Fund | 2.18% |
| GMO Domestic Resilience ETF | 2.17% |
More on GWOAX.
- GWOAX overview
- GWOAX holdings
- GWOAX risk
- GWOAX costs
- GWOAX money in and out
- GWOAX share classes
- Compare GWOAX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.