Gmo Quality Fund Quote
| GQESX Fund | USD 32.89 0.01 0.03% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Gmo Quality is trading at 32.89 as of the 17th of January 2025; that is 0.03% down since the beginning of the trading day. The fund's open price was 32.9. Gmo Quality 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. The performance scores are derived for the period starting the 28th of January 2023 and ending today, the 17th of January 2025. Click here to learn more.
The adviser seeks to achieve the funds investment objective by investing the funds assets primarily in equities of companies that GMO believes to be of high quality. At times, the fund may have substantial exposure to a single asset class, industry, sector, country, region, issuer, currency or companies with similar market capitalizations. More on Gmo Quality Fund
Moving together with Gmo Mutual Fund
| 0.79 | GUGAX | Gmo E Plus | PairCorr |
| 0.74 | GUSOX | Gmo Trust | PairCorr |
| 0.75 | GEMEX | Gmo Emerging Markets | PairCorr |
| 0.62 | GEMMX | Gmo Emerging Markets | PairCorr |
Moving against Gmo Mutual Fund
Gmo Mutual Fund Highlights
| Thematic Idea | Hybrid Mix Funds (View all Themes) |
| Fund Concentration | GMO Funds, Large Blend Funds, Hybrid Mix Funds, Large Blend, GMO, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
Gmo Quality Fund [GQESX] is traded in USA and was established 17th of January 2025. Gmo Quality is listed under GMO category by Fama And French industry classification. The fund is listed under Large Blend category and is part of GMO family. The entity is thematically classified as Hybrid Mix Funds. This fund currently has accumulated 5.84 B in assets under management (AUM) with no minimum investment requirementsGmo Quality Fund is currently producing year-to-date (YTD) return of 0.49% with the current yeild of 0.01%, while the total return for the last 3 years was 9.73%.
Check Gmo Quality 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 Quality Fund 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 Quality Fund Mutual Fund Constituents
| MDT | Medtronic PLC | Stock | Health Care | |
| WFC | Wells Fargo | Stock | Financials | |
| USB | US Bancorp | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| ROG | Rogers | Stock | Information Technology | |
| ORCL | Oracle | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology |
Gmo Quality Fund Risk Profiles
| Mean Deviation | 0.5897 | |||
| Standard Deviation | 0.8455 | |||
| Variance | 0.7148 | |||
| Risk Adjusted Performance | (0.06) |
Gmo Quality Against Markets
Other Information on Investing in Gmo Mutual Fund
Gmo Quality 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 Quality security.
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