GMO Strategic Opportunities Allocation Fund Class III (GBATX) Research

This fund chiefly allocates its capital to various other investment vehicles within the GMO Trust, which are collectively termed its "underlying GMO Funds." These underlying funds can encompass diverse categories, including Equity, Fixed Income, Implementation, and Alternative strategies. Additionally, the fund has the flexibility to utilize derivatives and engage in short selling, either directly or indirectly through its holdings in these underlying GMO Funds.

Market snapshot

Symbol
GBATX
Price
$20.29
Day change
+0.50%
Market cap
$100.0M
52-week range
17.1-20.45
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Frontier MFG Core Infrastructure Fund Service Class (FCIVX)
  • Frontier MFG Core Infrastructure Fund Institutional Class (FMGIX)
  • F/m Investments Large Cap Focused Fund - Investor Class (IAFMX)
  • Janus Henderson Small-Mid Cap Value Fund - T Shares (JSVTX)
  • Janus Henderson Small-Mid Cap Value Fund - I Shares (JVSIX)
  • Manning & Napier Target 2030 Series Class I (MTPIX)
  • North Star Dividend Fund Class I (NSDVX)
  • Rydex Technology Inv (RYTIX)

Open GMO Strategic Opportunities Allocation Fund Class III (GBATX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.