Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.50% -0.03% 18.70M 21480.13
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 16.06M Upgrade

Basic Info

Investment Strategy
The Fund seeks positive total return by owning a balanced portfolio of equity investments, fixed-income investments, and liquid alternative strategies. The Fund intends to invest between 40% and 80% of the Funds net assets in equity investments, including Underlying Funds that invest primarily in equities.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Aggressive
Peer Group Mixed-Asset Target Alloc Growth Funds
Global Macro Mixed Asset HC Aggressive
US Macro Mixed-Assets Target Allocation Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Balanced Funds
Fund Owner Firm Name GMO
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
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-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
19.32%
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14.99%
13.38%
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0.58%
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10.02%
17.53%
As of December 29, 2025.

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
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Basic Info

Investment Strategy
The Fund seeks positive total return by owning a balanced portfolio of equity investments, fixed-income investments, and liquid alternative strategies. The Fund intends to invest between 40% and 80% of the Funds net assets in equity investments, including Underlying Funds that invest primarily in equities.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Aggressive
Peer Group Mixed-Asset Target Alloc Growth Funds
Global Macro Mixed Asset HC Aggressive
US Macro Mixed-Assets Target Allocation Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Balanced Funds
Fund Owner Firm Name GMO
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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