Gmo Equity Allocation Fund Quote
| GMCQX Fund | USD 13.27 0.07 0.52% |
PerformanceVery Weak
| Odds Of DistressLow
|
Gmo Equity is trading at 13.27 as of the 26th of February 2025; that is 0.52 percent decrease since the beginning of the trading day. The fund's open price was 13.34. Gmo Equity has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
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.. More on Gmo Equity Allocation
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Gmo Mutual Fund Highlights
| Thematic Idea | Large Blend Funds (View all Themes) |
| Fund Concentration | GMO Funds, Large Value Funds, Large Blend Funds, Large Value, GMO (View all Sectors) |
| Update Date | 31st of December 2024 |
Gmo Equity Allocation [GMCQX] is traded in USA and was established 26th of February 2025. Gmo Equity is listed under GMO category by Fama And French industry classification. The fund is listed under Large Value category and is part of GMO family. The entity is thematically classified as Large Blend Funds. This fund currently has accumulated 988.89 M in assets under management (AUM) with minimum initial investment of 300 M. Gmo Equity Allocation is currently producing year-to-date (YTD) return of 2.13% with the current yeild of 0.0%, while the total return for the last 3 years was 12.56%.
Check Gmo Equity 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 Equity Allocation 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 Equity Allocation Mutual Fund Constituents
| EL | Estee Lauder Companies | Stock | Consumer Staples | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| PFE | Pfizer Inc | Stock | Health Care | |
| MDT | Medtronic PLC | Stock | Health Care | |
| INTU | Intuit Inc | Stock | Information Technology | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| MU | Micron Technology | Stock | Information Technology |
Gmo Equity Top Holders
| GMWRX | Gmo Global Asset | Mutual Fund | World Allocation | |
| GAAUX | Gmo Global Equity | Mutual Fund | World Large-Stock Value | |
| GWOAX | Gmo Global Developed | Mutual Fund | World Large-Stock Value | |
| GMWAX | Gmo Global Asset | Mutual Fund | World Allocation | |
| GMOOX | Gmo Global Asset | Mutual Fund | World Allocation | |
| GMADX | Gmo Global Equity | Mutual Fund | World Large-Stock Value | |
| GBATX | Gmo Strategic Opportunities | Mutual Fund | World Allocation | |
| GMGEX | Gmo Global Equity | Mutual Fund | World Large-Stock Value |
Gmo Equity Allocation Risk Profiles
| Mean Deviation | 0.718 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.48 | |||
| Risk Adjusted Performance | (0.06) |
Gmo Equity Against Markets
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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