Gmo Global Asset Fund Quote
| GMWRX Fund | USD 33.99 0.26 0.77% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Gmo Global is trading at 33.99 as of the 26th of November 2024; that is 0.77% up since the beginning of the trading day. The fund's open price was 33.73. Gmo Global has about a 21 % 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 Asset are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of May 2024 and ending today, the 26th of November 2024. Click here to learn more.
Under normal circumstances, GMO intends to invest not more than 85 percent of the funds net assets in the Equity funds. It is permitted to invest in any asset class, including, for example, U.S. and non-U.S. equities, U.S. and non-U.S. fixed income securities of any credit quality, or maturity, and commodities.. More on Gmo Global Asset
Moving together with 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 Global Asset [GMWRX] is traded in USA and was established 26th of November 2024. Gmo Global 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 Global Asset currently has accumulated 1.25 B in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.05%, while the total return for the last 3 years was 1.99%.
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 Asset 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 Asset Mutual Fund Constituents
| GAAVX | Gmo Alternative Allocation | Mutual Fund | Multistrategy | |
| GABFX | Gmo Asset Allocation | Mutual Fund | Miscellaneous Fixed Income | |
| 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 | |
| GMAQX | Gmo Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| GMCFX | Gmo International Equity | Mutual Fund | Foreign Large Value |
Gmo Global Asset Risk Profiles
| Mean Deviation | 0.3812 | |||
| Standard Deviation | 0.4951 | |||
| Variance | 0.2451 | |||
| Risk Adjusted Performance | (0.01) |
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.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |