Nasdaq - Delayed Quote USD
GMO Benchmark-Free Allocation IV (GBMBX)
26.87
-0.08
(-0.30%)
At close: 8:01:31 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
- Mid Atlantic Capital Corp
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Institutional FundsNetwork
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- ADP Access Open Fund Architecture
- LPL SWM - 10.24.2024
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund is structured as a fund of funds and gains its investment exposures primarily by investing in Implementation fund. In addition, the fund may invest in any other GMO fund, whether now existing or created in the future. These underlying GMO Funds may include, among others, Opportunistic Income fund, Emerging Country Debt fund, High Yield fund, and the Alternative funds. The fund is permitted to invest in any asset class, strategy, sector, country, or region, and at times may have substantial exposure to a single asset class, sector, country, region, or currency or companies with similar market capitalizations.
Fund Overview
| Category | World Allocation |
| Fund Family | GMO |
| Net Assets | 2.25B |
| YTD Return | 4.74% |
| Yield | 4.96% |
| Morningstar Rating | |
| Inception Date | Dec 11, 2012 |
Performance & Risk
| YTD Return | 4.82% |
| 5y Average Return | 6.13% |
| Rank in Category (ytd) | 24 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.58 |
| Morningstar Risk Rating |
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