Gmo Strategic Opportunities Fund Quote

GBATX Fund  USD 16.98  0.13  0.77%   

Performance

4 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 20

 
High
 
Low
Low
Gmo Strategic is trading at 16.98 as of the 31st of January 2025; that is 0.77 percent increase since the beginning of the trading day. The fund's open price was 16.85. Gmo Strategic 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 11th of February 2023 and ending today, the 31st of January 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

  0.7GUGAX Gmo E PlusPairCorr
  0.67GEMMX Gmo Emerging MarketsPairCorr

Gmo Mutual Fund Highlights

Fund ConcentrationGMO Funds, Large Value Funds, World Allocation Funds, World Allocation, GMO (View all Sectors)
Update Date31st of December 2024
Gmo Strategic Opportunities [GBATX] is traded in USA and was established 31st of January 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 2.18% with the current yeild of 0.06%, while the total return for the last 3 years was 3.99%.
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

GCAVXGmo Small CapMutual FundSmall Value
GEMMXGmo Emerging MarketsMutual FundDiversified Emerging Mkts
GMCFXGmo International EquityMutual FundForeign Large Value
GMCQXGmo Equity AllocationMutual FundLarge Value
GMDFXGmo Emerging CountryMutual FundEmerging Markets Bond
GMODXGmo Opportunistic IncomeMutual FundNontraditional Bond
GPBFXGmo E PlusMutual FundIntermediate Core-Plus Bond
GQLOXGmo Quality FundMutual FundLarge Blend
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Gmo Strategic Opport Risk Profiles

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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