Gmo Equity Financials
| GMCQX Fund | USD 13.27 0.07 0.52% |
Gmo |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Gmo Equity Fund Summary
Gmo Equity competes with Wealthbuilder Moderate, Fidelity Managed, Transamerica Cleartrack, Blackrock Retirement, and Dimensional Retirement. Under normal circumstances, the fund invests directly and indirectly at least 80 percent of its assets in equities tied economically to the United States. It also may invest in U.S. Treasury fund, in money market funds unaffiliated with GMO, and directly in the types of investments typically held by money market funds.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US3620136255 |
| Business Address | GMO Trust |
| Mutual Fund Family | GMO |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 617 346 7646 |
| Currency | USD - US Dollar |
Gmo Equity Key Financial Ratios
Gmo Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Gmo Equity's current stock value. Our valuation model uses many indicators to compare Gmo Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Gmo Equity competition to find correlations between indicators driving Gmo Equity's intrinsic value. More Info.Gmo Equity Allocation is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Gmo Equity Allocation is roughly 7.09 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Gmo Equity's earnings, one of the primary drivers of an investment's value.Gmo Equity Allocation Systematic Risk
Gmo Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Gmo Equity volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Gmo Equity Allocation correlated with the market. If Beta is less than 0 Gmo Equity generally moves in the opposite direction as compared to the market. If Gmo Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Gmo Equity Allocation is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Gmo Equity is generally in the same direction as the market. If Beta > 1 Gmo Equity moves generally in the same direction as, but more than the movement of the benchmark.
Gmo Equity Thematic Clasifications
Gmo Equity Allocation is part of Large Blend Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with large capitalization growth and value instruments. Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies
This theme covers Funds with large capitalization growth and value instruments. Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies. Get More Thematic Ideas
Gmo Equity Allocation is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 2.12 Billion. Gmo Equity totals roughly 988.89 Million in net asset claiming about 47% of funds under Large Value category.| Large Blend Funds | View |
Gmo Equity February 27, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Gmo Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Gmo Equity Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Gmo Equity Allocation based on widely used predictive technical indicators. In general, we focus on analyzing Gmo Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Gmo Equity's daily price indicators and compare them against related drivers.
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 8.54 | |||
| Value At Risk | (1.73) | |||
| Potential Upside | 1.15 |
Other Information on Investing in Gmo Mutual Fund
Gmo Equity financial ratios help investors to determine whether Gmo Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Gmo with respect to the benefits of owning Gmo Equity security.
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