Gmo Global Developed Fund Quote
| GWOAX Fund | USD 26.74 0.01 0.04% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Gmo Global is trading at 26.74 as of the 28th of November 2024; that is 0.04 percent decrease since the beginning of the trading day. The fund's open price was 26.75. Gmo Global 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. Equity ratings for Gmo Global Developed 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 fund is a fund of funds and invests primarily in equities traded in U.S. and non-U.S. markets through its investment in the equity funds and in GMO-managed exchange-traded funds. Under normal circumstances, it invests at least 80 percent of its assets in equities tied economically to developed markets. More on Gmo Global Developed
Moving together with Gmo Mutual Fund
Gmo Mutual Fund Highlights
| Fund Concentration | GMO Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, GMO (View all Sectors) |
| Update Date | 30th of September 2024 |
Gmo Global Developed [GWOAX] is traded in USA and was established 28th of November 2024. Gmo Global is listed under GMO category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of GMO family. This fund currently has accumulated 469.46 M in assets under management (AUM) with minimum initial investment of 5 M. Gmo Global Developed is currently producing year-to-date (YTD) return of 13.18% with the current yeild of 0.05%, while the total return for the last 3 years was 6.51%.
Check Gmo Global 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 Global Developed 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 Global Developed Mutual Fund Constituents
| GCAVX | Gmo Small Cap | Mutual Fund | Small Value | |
| GEMMX | Gmo Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| GMAEX | Gmo Quality Cyclicals | Mutual Fund | World Large-Stock Blend | |
| GMAHX | Gmo Usonian Japan Value | Mutual Fund | Japan Stock | |
| GMCFX | Gmo International Equity | Mutual Fund | Foreign Large Value | |
| GMCQX | Gmo Equity Allocation | Mutual Fund | Large Value | |
| GQLOX | Gmo Quality Fund | Mutual Fund | Large Blend |
Gmo Global Developed Risk Profiles
| Mean Deviation | 0.5642 | |||
| Standard Deviation | 0.7158 | |||
| Variance | 0.5123 | |||
| Risk Adjusted Performance | (0) |
Gmo Global Against Markets
Other Information on Investing in Gmo Mutual Fund
Gmo Global 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 Global security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing |