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GMO Strategic Opportunities Allc III (GBATX)

17.76
+0.03
+(0.17%)
At close: 8:01:02 PM EDT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

Fund Summary

The fund invests a significant portion of its assets in shares of other series of GMO Trust (collectively, the “underlying GMO Funds”), which may include the Equity Funds, the Fixed Income Funds, the Implementation Funds, and the Alternative Funds. The fund may invest in derivatives and effect short sales directly or through its investment in underlying GMO Funds.

Fund Overview

Category --
Fund Family GMO
Net Assets 172.55M
YTD Return 4.06%
Yield 5.74%
Morningstar Rating
Inception Date May 31, 2005

Performance & Risk

YTD Return 7.52%
5y Average Return 8.75%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

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