Gmo Quality Five Year Return vs. Equity Positions Weight
| GQEFX Fund | USD 35.07 0.20 0.57% |
For Gmo Quality profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Gmo Quality to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Gmo Quality Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Gmo Quality's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Gmo Quality Fund over time as well as its relative position and ranking within its peers.
GMO |
Gmo Quality Fund Equity Positions Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Gmo Quality's current stock value. Our valuation model uses many indicators to compare Gmo Quality value to that of its competitors to determine the firm's financial worth. Gmo Quality Fund is one of the top funds in five year return among similar funds. It also is one of the top funds in equity positions weight among similar funds making about 6.37 of Equity Positions Weight per Five Year Return. 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 Quality's earnings, one of the primary drivers of an investment's value.GMO Equity Positions Weight vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Gmo Quality |
| = | 15.61 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Gmo Quality |
| = | 99.45 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
GMO Equity Positions Weight Comparison
Gmo Quality is currently under evaluation in equity positions weight among similar funds.
Gmo Quality Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Gmo Quality, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Gmo Quality will eventually generate negative long term returns. The profitability progress is the general direction of Gmo Quality's change in net profit over the period of time. It can combine multiple indicators of Gmo Quality, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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. The fund may invest in securities of companies of any market capitalization. The fund also may invest in U.S. Treasury fund, in money market funds unaffiliated with GMO, and directly in the types of investments typically held by money market funds.
GMO Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Gmo Quality. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Gmo Quality position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Gmo Quality's important profitability drivers and their relationship over time.
Use Gmo Quality in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Gmo Quality position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Gmo Quality will appreciate offsetting losses from the drop in the long position's value.Gmo Quality Pair Trading
Gmo Quality Fund Pair Trading Analysis
The ability to find closely correlated positions to Gmo Quality could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Gmo Quality when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Gmo Quality - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Gmo Quality Fund to buy it.
The correlation of Gmo Quality is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Gmo Quality moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Gmo Quality Fund moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Gmo Quality can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Gmo Quality position
In addition to having Gmo Quality in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Business Services Thematic Idea Now
Business Services
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Business Services theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Business Services Theme or any other thematic opportunities.
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Other Information on Investing in GMO Mutual Fund
To fully project Gmo Quality's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Gmo Quality Fund at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Gmo Quality's income statement, its balance sheet, and the statement of cash flows.
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