Breaking News
Get 55% Off 0
🔴 LIVE: The Secrets of ProPicks AI Success Revealed + November’s List FREE
Watch Now
Close

Gmo Benchmark-free Allocation Fund Class Iv (GBMBX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
26.89 -0.05    -0.19%
00:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 797.89M
Type:  Fund
Market:  United States
Issuer:  GMO
Asset Class:  Equity
GMO Benchmark-Free Allocation IV 26.89 -0.05 -0.19%

GBMBX Overview

 
Find basic information about the Gmo Benchmark-free Allocation Fund Class Iv mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add GBMBX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change5.77%
Prev. Close26.94
Risk Rating
TTM Yield5.43%
ROE14.15%
IssuerGMO
Turnover15%
ROA5.50%
Inception Date41254
Total Assets797.89M
Expenses0.70%
Min. Investment250,000,000
Market Cap19.77B
CategoryWorld Allocation
What is your sentiment on GMO Benchmark-Free Allocation IV?
or
Vote to see community's results!

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1037 976 1128 1163 1200 1365
Fund Return 3.68% -2.44% 12.81% 5.15% 3.71% 3.16%
Place in category 322 346 321 41 271 206
% in Category 92 96 90 12 79 84

Top Equity Funds by GMO

  Name Rating Total Assets YTD% 3Y% 10Y%
  GMO Quality VI 3.2B 17.95 10.18 14.37
  GMO Quality III 3.15B 17.85 10.07 14.25
  GMO Implementation 2.34B 4.07 6.10 3.18
  GMO Quality IV 1.43B 17.92 10.12 14.31
  GMO Benchmark-Free III 1.04B 5.81 5.97 3.65

Top Funds for World Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Capital Income Bldr 63.76B 11.50 5.15 5.60
  First Eagle Global I 37.45B 16.17 7.37 7.69
  American Funds Capital Income Bld 17.81B 11.79 5.49 5.93
  American Funds Global Balanced R6 15.71B 8.40 2.39 5.24
  First Eagle Global A 15.22B 15.95 7.12 7.41

Top Holdings

Name ISIN Weight % Last Change %
United States Treasury Notes 5.46% - 7.41 - -
United States Treasury Notes 1.75% - 5.39 - -
United States Treasury Notes 1.38% - 4.66 - -
United States Treasury Notes 5.48% - 3.48 - -
United States Treasury Notes 5.51% - 3.21 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Neutral Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Neutral Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

GBMBX Comments

Write your thoughts about Gmo Benchmark-free Allocation Fund Class Iv
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email