Gmo Quality Fund Quote

GQLOX Fund  USD 34.45  0.11  0.32%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Gmo Quality is trading at 34.45 as of the 22nd of November 2024; that is 0.32 percent increase since the beginning of the trading day. The fund's open price was 34.34. Gmo Quality has about a 22 % 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. Equity ratings for Gmo Quality Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. 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

  0.68GUSOX Gmo TrustPairCorr

Gmo Mutual Fund Highlights

Fund ConcentrationGMO Funds, Large Blend Funds, Large Blend, GMO, Large Blend, Large Blend (View all Sectors)
Update Date30th of September 2024
Gmo Quality Fund [GQLOX] is traded in USA and was established 22nd of November 2024. 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. This fund currently has accumulated 7.09 B in assets under management (AUM) with minimum initial investment of 300 M. Gmo Quality Fund is currently producing year-to-date (YTD) return of 19.59% with the current yeild of 0.01%, while the total return for the last 3 years was 10.3%.
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

COSTCostco Wholesale CorpStockConsumer Staples
TJXThe TJX CompaniesStockConsumer Discretionary
PMPhilip Morris InternationalStockConsumer Staples
MMM3M CompanyStockIndustrials
MDTMedtronic PLCStockHealth Care
WFCWells FargoStockFinancials
USBUS BancorpStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
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Gmo Quality Top Holders

GAAUXGmo Global EquityMutual FundWorld Large-Stock Value
GWOAXGmo Global DevelopedMutual FundWorld Large-Stock Value
GMADXGmo Global EquityMutual FundWorld Large-Stock Value
GBATXGmo Strategic OpportunitiesMutual FundWorld Allocation
GMGEXGmo Global EquityMutual FundWorld Large-Stock Value
RMEAXAspiriant Risk Managed EquityMutual FundWorld Large-Stock Blend
GMWAXGmo Global AssetMutual FundWorld Allocation
GMWRXGmo Global AssetMutual FundWorld Allocation
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Gmo Quality Fund Risk Profiles

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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