Gmo Core is trading at 17.30 as of the 17th of March 2025; that is 0.17 percent decrease since the beginning of the trading day. The fund's open price was 17.33. Gmo Core has about a 20 % 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. The performance scores are derived for the period starting the 17th of December 2024 and ending today, the 17th of March 2025. Click here to learn more.
Under normal circumstances, the fund invests directly and indirectly at least 80 percent of its assets in bonds. The term bond includes obligations of an issuer to make payments on future dates of principal, interest or both and synthetic debt instruments created by GMO by investing in derivatives . More on Gmo E Plus
Gmo E Plus [GUGAX] is traded in USA and was established 17th of March 2025. Gmo Core is listed under GMO category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of GMO family. This fund currently has accumulated 727.12 M in assets under management (AUM) with minimum initial investment of 5 M. Gmo E Plus is currently producing year-to-date (YTD) return of 2.49% with the current yeild of 0.08%, while the total return for the last 3 years was 0.22%.
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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 E Plus 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.
Gmo Core 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 Core security.