Gmo Benchmark Free Allocation Fund Quote
| GBMSX Fund | USD 26.59 0.14 0.52% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Gmo Benchmark-free is trading at 26.59 as of the 27th of November 2024; that is 0.52% down since the beginning of the trading day. The fund's open price was 26.73. Gmo Benchmark-free 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 Benchmark Free Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2022 and ending today, the 27th of November 2024. Click here to learn more.
The fund is structured as a fund of funds and gains its investment exposures primarily by investing in Implementation fund. In addition, the fund may invest in any other GMO fund, whether now existing or created in the future. These underlying GMO Funds may include, among others, Opportunistic Income fund, Emerging Country Debt fund, High Yield fund, and the Alternative funds. More on Gmo Benchmark Free Allocation
Moving together with Gmo Mutual Fund
Moving against Gmo Mutual Fund
Gmo Mutual Fund Highlights
| Fund Concentration | GMO Funds, Large Value Funds, World Allocation Funds, World Allocation, GMO (View all Sectors) |
| Update Date | 30th of September 2024 |
Gmo Benchmark Free Allocation [GBMSX] is traded in USA and was established 27th of November 2024. Gmo Benchmark-free 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. Gmo Benchmark Free currently has accumulated 3.86 B in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.06%, while the total return for the last 3 years was -0.12%.
Check Gmo Benchmark-free 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 Benchmark Free 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 Benchmark Free Allocation Mutual Fund Constituents
| GHVIX | Gmo High Yield | Mutual Fund | High Yield Bond | |
| GIMFX | Gmo Implementation Fund | Mutual Fund | World Allocation | |
| GMDFX | Gmo Emerging Country | Mutual Fund | Emerging Markets Bond | |
| GMODX | Gmo Opportunistic Income | Mutual Fund | Nontraditional Bond | |
| GMOQX | Gmo Emerging Country | Mutual Fund | Emerging Markets Bond | |
| GSMHX | Gmo Sgm Major | Mutual Fund | Macro Trading |
Gmo Benchmark Free Risk Profiles
| Mean Deviation | 0.371 | |||
| Standard Deviation | 0.4772 | |||
| Variance | 0.2277 | |||
| Risk Adjusted Performance | (0.05) |
Gmo Benchmark-free Against Markets
Other Information on Investing in Gmo Mutual Fund
Gmo Benchmark-free 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 Benchmark-free security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
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