Gmo Quality Fund Quote
| GQLOX Fund | USD 34.77 0.08 0.23% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Gmo Quality is trading at 34.77 as of the 28th of November 2024; that is 0.23 percent decrease since the beginning of the trading day. The fund's open price was 34.85. Gmo Quality has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Gmo Quality Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of June 2024 and ending today, the 28th of November 2024. Click here to learn more.
The adviser seeks to achieve the funds investment objective by investing the funds assets primarily in equities of companies that GMO believes to be of high quality. At times, the fund may have substantial exposure to a single asset class, industry, sector, country, region, issuer, currency or companies with similar market capitalizations. More on Gmo Quality Fund
Moving together with Gmo Mutual Fund
Gmo Mutual Fund Highlights
| Fund Concentration | GMO Funds, Large Blend Funds, Large Blend, GMO, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Gmo Quality Fund [GQLOX] is traded in USA and was established 28th of November 2024. Gmo Quality is listed under GMO category by Fama And French industry classification. The fund is listed under Large Blend category and is part of GMO family. This fund currently has accumulated 7.09 B in assets under management (AUM) with minimum initial investment of 300 M. Gmo Quality Fund is currently producing year-to-date (YTD) return of 21.16% with the current yeild of 0.01%, while the total return for the last 3 years was 11.11%.
Check Gmo Quality 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 Quality Fund 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 Quality Fund Mutual Fund Constituents
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| MMM | 3M Company | Stock | Industrials | |
| MDT | Medtronic PLC | Stock | Health Care | |
| WFC | Wells Fargo | Stock | Financials | |
| USB | US Bancorp | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Gmo Quality Top Holders
| GAAUX | Gmo Global Equity | Mutual Fund | World Large-Stock Value | |
| GWOAX | Gmo Global Developed | Mutual Fund | World Large-Stock Value | |
| 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 | |
| RMEAX | Aspiriant Risk Managed Equity | Mutual Fund | World Large-Stock Blend | |
| GMWAX | Gmo Global Asset | Mutual Fund | World Allocation | |
| GMWRX | Gmo Global Asset | Mutual Fund | World Allocation |
Gmo Quality Fund Risk Profiles
| Mean Deviation | 0.5379 | |||
| Semi Deviation | 0.7077 | |||
| Standard Deviation | 0.6908 | |||
| Variance | 0.4772 |
Gmo Quality Against Markets
Other Information on Investing in Gmo Mutual Fund
Gmo Quality 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 Quality security.
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