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 Strategic Opportunities Allocation Fund · GBATX | 89% | 0.84% | Grantham Mayo van Otterloo & Co LLC |
| 2 | GMO Global Equity Allocation Fund · GMGEX, GAAUX, GMADX cheaper | 63% | 0.58% | Grantham Mayo van Otterloo & Co LLC |
| 3 | GMO Global Developed Equity Allocation Fund · GWOAX cheaper | 56% | 0.53% | Grantham Mayo van Otterloo & Co LLC |
| 4 | GMO International Equity Allocation Fund · GIEAX, GSXMX cheaper | 35% | 0.70% | Grantham Mayo van Otterloo & Co LLC |
| 5 | GMO International Developed Equity Allocation Fund · GIOTX, GAAWX cheaper | 29% | 0.64% | Grantham Mayo van Otterloo & Co LLC |
| 6 | GMO Benchmark-Free Allocation Fund · GBMFX, GBMBX, GBMIX, GBMSX | 16% | 1.11% | Grantham Mayo van Otterloo & Co LLC |
| 7 | GMO Benchmark-Free Fund · GBFFX cheaper | 15% | 0.56% | Grantham Mayo van Otterloo & Co LLC |
| 8 | GMO Multi-Asset Credit Fund · GMRQX, GMIQX, GMCHX cheaper | 7% | 0.50% | — |
| 9 | GMO Multi-Sector Fixed Income Fund · GUGAX, GPBFX cheaper | 4% | 0.42% | Grantham Mayo van Otterloo & Co LLC |
| 10 | Aspiriant Capital Appreciation Fund | 3% | — | — |
| 11 | Aspiriant Risk-Managed Equity Allocation Fund · RMEAX, RMEIX diff. adviser | 3% | 1.24% | Aspiriant, LLC |
| 12 | GMO Small Cap Quality Fund · GMBVX, GMSQX, GMAYX, GMAWX, GSBGX cheaper | 3% | 0.67% | Grantham Mayo van Otterloo & Co LLC |
| 13 | GMO Climate Change Fund · GCCHX, GCCLX, GCCAX cheaper | 3% | 0.69% | Grantham Mayo van Otterloo & Co LLC |
| 14 | GMO Dynamic Allocation ETF · GMOD cheaper | 2% | 0.50% | — |
| 15 | GMO Resource Transition Fund · GMOYX, GMOCX | 2% | 0.86% | Grantham Mayo van Otterloo & Co LLC |
| 16 | GMO-Usonian Japan Value Creation Fund · GMAKX, GMAHX, GMIIX cheaper | 2% | 0.59% | Grantham Mayo van Otterloo & Co LLC |
| 17 | GMO Quality Fund · GQETX, GQEFX, GQLFX, GQLOX, GQLIX, GQESX cheaper | 2% | 0.42% | Grantham Mayo van Otterloo & Co LLC |
| 18 | GMO Emerging Markets Fund · GMEMX, GMOEX, GMEFX, GEMVX, GEMMX, GEMNX, GEMEX | 1% | 0.86% | Grantham Mayo van Otterloo & Co LLC |
| 19 | GMO International Equity Fund · GMOIX, GMCFX, GMVMX, GMOUX cheaper | 1% | 0.63% | Grantham Mayo van Otterloo & Co LLC |
| 20 | GMO Opportunistic Income Fund · GMODX, GMOHX, GMOLX, GAAAX cheaper | 1% | 0.49% | Grantham Mayo van Otterloo & Co LLC |
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