Gmo Strategic Opportunities Fund Quote
| GBATX Fund | USD 17.25 0.05 0.29% |
PerformanceOK
| Odds Of DistressLow
|
Gmo Strategic is trading at 17.25 as of the 24th of March 2025; that is 0.29 percent decrease since the beginning of the trading day. The fund's open price was 17.3. Gmo Strategic has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The fund invests a significant portion of its assets in shares of other series of GMO Trust , which may include the Equity Funds, the Fixed Income Funds, the Implementation Funds, and the Alternative Funds. The fund may invest in derivatives and effect short sales directly or through its investment in underlying GMO Funds.. More on Gmo Strategic Opportunities
Moving together with Gmo Mutual Fund
| 0.88 | GUGAX | Gmo E Plus | PairCorr |
| 0.84 | GUSTX | Gmo Treasury | PairCorr |
| 0.86 | GEMEX | Gmo Emerging Markets | PairCorr |
| 0.86 | GEMMX | Gmo Emerging Markets | PairCorr |
Moving against Gmo Mutual Fund
Gmo Mutual Fund Highlights
| Fund Concentration | GMO Funds, Large Value Funds, World Allocation Funds, World Allocation, GMO (View all Sectors) |
| Update Date | 31st of March 2025 |
Gmo Strategic Opportunities [GBATX] is traded in USA and was established 24th of March 2025. Gmo Strategic is listed under GMO category by Fama And French industry classification. The fund is listed under World Allocation category and is part of GMO family. This fund currently has accumulated 1.09 B in assets under management (AUM) with minimum initial investment of 5 M. Gmo Strategic Opport is currently producing year-to-date (YTD) return of 4.61% with the current yeild of 0.06%, while the total return for the last 3 years was 6.61%.
Check Gmo Strategic Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Gmo Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Gmo Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Gmo Strategic Opportunities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Gmo Strategic Opportunities Mutual Fund Constituents
| GCAVX | GMO Small Cap | Mutual Fund | Small Value | |
| GEMMX | Gmo Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| GMCFX | Gmo International Equity | Mutual Fund | Foreign Large Value | |
| GMCQX | Gmo Equity Allocation | Mutual Fund | Large Value | |
| GMDFX | Gmo Emerging Country | Mutual Fund | Emerging Markets Bond | |
| GMODX | Gmo Opportunistic Income | Mutual Fund | Nontraditional Bond | |
| GPBFX | Gmo E Plus | Mutual Fund | Intermediate Core-Plus Bond | |
| GQLOX | Gmo Quality Fund | Mutual Fund | Large Blend |
Gmo Strategic Opport Risk Profiles
| Mean Deviation | 0.4388 | |||
| Semi Deviation | 0.5251 | |||
| Standard Deviation | 0.5777 | |||
| Variance | 0.3338 |
Gmo Strategic Against Markets
Other Information on Investing in Gmo Mutual Fund
Gmo Strategic 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 Strategic security.
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| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |