Gmo Benchmark Free Allocation Fund Fundamentals
| GBMSX Fund | USD 26.59 0.14 0.52% |
Gmo Benchmark Free Allocation fundamentals help investors to digest information that contributes to Gmo Benchmark-free's financial success or failures. It also enables traders to predict the movement of Gmo Mutual Fund. The fundamental analysis module provides a way to measure Gmo Benchmark-free's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Gmo Benchmark-free mutual fund.
Gmo |
Gmo Benchmark Free Allocation Mutual Fund Three Year Return Analysis
Gmo Benchmark-free's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Gmo Benchmark-free Three Year Return | (0.12) % |
Most of Gmo Benchmark-free's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Gmo Benchmark Free Allocation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Gmo Benchmark Free Allocation has a Three Year Return of -0.12%. This is 102.41% lower than that of the GMO family and significantly lower than that of the World Allocation category. The three year return for all United States funds is notably higher than that of the company.
Gmo Benchmark Free Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Gmo Benchmark-free's current stock value. Our valuation model uses many indicators to compare Gmo Benchmark-free value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Gmo Benchmark-free competition to find correlations between indicators driving Gmo Benchmark-free's intrinsic value. More Info.Gmo Benchmark Free Allocation is one of the top funds in annual yield among similar funds. It also is one of the top funds in one year return among similar funds . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Gmo Benchmark-free's earnings, one of the primary drivers of an investment's value.Gmo Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Gmo Benchmark-free's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Gmo Benchmark-free could also be used in its relative valuation, which is a method of valuing Gmo Benchmark-free by comparing valuation metrics of similar companies.Gmo Benchmark is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Gmo Benchmark-free
The fund invests 51.14% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (12.74%) , cash (18.19%) and various exotic instruments.Asset allocation divides Gmo Benchmark-free's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Gmo Fundamentals
| Total Asset | 5.1 B | ||||
| Annual Yield | 0.06 % | ||||
| One Year Return | (4.21) % | ||||
| Three Year Return | (0.12) % | ||||
| Five Year Return | 0.54 % | ||||
| Ten Year Return | 3.91 % | ||||
| Net Asset | 3.86 B | ||||
| Cash Position Weight | 18.19 % | ||||
| Equity Positions Weight | 51.14 % | ||||
| Bond Positions Weight | 12.74 % |
About Gmo Benchmark-free Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Gmo Benchmark Free Allocation's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Gmo Benchmark-free using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Gmo Benchmark Free Allocation based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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. The fund is permitted to invest in any asset class, strategy, sector, country, or region, and at times may have substantial exposure to a single asset class, sector, country, region, or currency or companies with similar market capitalizations.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |