GMOD – GMO Dynamic Allocation ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks positive total return. The fund is an actively managed ETF that seeks to achieve its investment objective by owning a balanced portfolio of equity investments, fixed-income investments, and liquid alternative strategies. Initially, the fund will most likely operate as a fund of funds investing primarily in shares of other investment companies managed by GMO and third parties but is also permitted to invest directly in securities and other investments in lieu of, or in addition to, investing in underlying funds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GMOD	GMO Dynamic Allocation ETF	ETF	Open	—	—	Oct 13, 2025	$48.31M	0.500%	—	—	—

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