Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | GMO Global Developed Equity Allocation Fund · GWOAX cheaper | 88% | 0.53% | Grantham Mayo van Otterloo & Co LLC |
| 2 | GMO Strategic Opportunities Allocation Fund · GBATX | 66% | 0.84% | Grantham Mayo van Otterloo & Co LLC |
| 3 | GMO Global Asset Allocation Fund · GMWAX, GMWRX, GMOOX | 63% | 0.79% | Grantham Mayo van Otterloo & Co LLC |
| 4 | GMO International Equity Allocation Fund · GIEAX, GSXMX | 53% | 0.70% | Grantham Mayo van Otterloo & Co LLC |
| 5 | GMO International Developed Equity Allocation Fund · GIOTX, GAAWX | 42% | 0.64% | Grantham Mayo van Otterloo & Co LLC |
| 6 | Aspiriant Risk-Managed Equity Allocation Fund · RMEAX, RMEIX diff. adviser | 11% | 1.24% | Aspiriant, LLC |
| 7 | Aspiriant Capital Appreciation Fund | 10% | — | — |
| 8 | GMO Benchmark-Free Fund · GBFFX cheaper | 3% | 0.56% | Grantham Mayo van Otterloo & Co LLC |
| 9 | GMO Dynamic Allocation ETF · GMOD cheaper | 2% | 0.50% | — |
| 10 | Aspiriant Real Assets Fund | 2% | — | — |
| 11 | GMO Benchmark-Free Allocation Fund · GBMFX, GBMBX, GBMIX, GBMSX | 1% | 1.11% | Grantham Mayo van Otterloo & Co LLC |
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