Morningstar

GMO Mutual Funds

View all of GMO’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

GMO Funds List

Share Class Type

1 to 25 of 80 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
GMO Emerging Country Debt IIIGMCDXEmerging Markets Bond—13.67%20.540%LowInstitutional$1.0 Mil
GMO Emerging Country Debt IVGMDFXEmerging Markets Bond—13.73%10.490%LowInstitutional$250.0 Mil
GMO Emerging Country Debt VIGMOQXEmerging Markets Bond—13.74%10.440%LowInstitutional$750.0 Mil
GMO Opportunistic Income VIGMODXNontraditional Bond—5.55%520.480%LowInstitutional$750.0 Mil
GMO Quality IGQLIXLarge Blend20.40%460.620%Below AverageInstitutional$0
GMO Quality IIIGQETXLarge Blend20.46%450.500%Below AverageInstitutional$1.0 Mil
GMO Quality IVGQEFXLarge Blend20.52%430.460%LowInstitutional$250.0 Mil
GMO Quality R6GQESXLarge Blend20.50%440.500%Below AverageRetirement, Large$0
GMO Quality VIGQLOXLarge Blend20.57%430.410%LowInstitutional$750.0 Mil
GMO US Equity IIIGMUEXLarge Value19.53%110.480%LowInstitutional$1.0 Mil
GMO US Equity VIGMCQXLarge Value19.55%110.390%LowInstitutional$750.0 Mil
GMO US TreasuryGUSTXShort Government2.64%960.090%LowInstitutional$5.0 Mil
GMO Benchmark-Free Allocation R6GBMSXGlobal Allocation7.00%880.860%Above AverageRetirement, Large$0
GMO Global Developed Equity Allc IIIGWOAXGlobal Large-Stock Value14.36%360.540%LowInstitutional$1.0 Mil
GMO High Yield IGMOZXHigh Yield Bond7.53%340.660%Below AverageNo Load$0
GMO High Yield VIGHVIXHigh Yield Bond7.66%280.460%LowInstitutional$750.0 Mil
GMO International Equity IGMOUXForeign Large Value14.80%120.850%AverageInstitutional$0
GMO International Equity IIGMICXForeign Large Value12.03%20.750%Below AverageInstitutional$1.0 Mil
GMO International Equity IIIGMOIXForeign Large Value15.00%100.680%Below AverageInstitutional$35.0 Mil
GMO International Equity IVGMCFXForeign Large Value15.04%90.620%LowInstitutional$250.0 Mil
GMO International Opportunistic Val IVGMAZXForeign Large Value12.58%340.630%Below AverageInstitutional$250.0 Mil
GMO Intl Developed Equity Allc IIIGIOTXForeign Large Value14.23%160.620%LowInstitutional$1.0 Mil
GMO Opportunistic Income IGMOLXNontraditional Bond—5.37%580.670%Below AverageInstitutional$0
GMO Opportunistic Income IIIGMOHXNontraditional Bond—5.44%560.570%LowInstitutional$1.0 Mil
GMO Opportunistic Income R6GAAAXNontraditional Bond—5.46%550.570%Below AverageRetirement, Large$0

GMO Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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