Gmo Equity Allocation Fund Quote
| GMUEX Fund | USD 13.52 0.01 0.07% |
PerformanceStrong
| Odds Of DistressLow
|
Gmo Us is trading at 13.52 as of the 20th of July 2025; that is 0.07 percent increase since the beginning of the trading day. The fund's open price was 13.51. Gmo Us has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
Under normal circumstances, the fund invests directly and indirectly at least 80 percent of its assets in equities tied economically to the United States. It 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.. More on Gmo Equity Allocation
Moving together with Gmo Mutual Fund
| 0.67 | GUGAX | Gmo E Plus | PairCorr |
| 0.98 | GUSOX | Gmo Trust | PairCorr |
| 0.89 | GUSTX | Gmo Treasury | PairCorr |
| 0.94 | GEACX | Gmo Trust | PairCorr |
| 0.98 | GEMEX | Gmo Emerging Markets | PairCorr |
| 0.98 | GEMMX | Gmo Emerging Markets | PairCorr |
Moving against Gmo Mutual Fund
Gmo Mutual Fund Highlights
| Fund Concentration | GMO Funds, Large Blend Funds, Large Value Funds, Large Value, GMO (View all Sectors) |
| Update Date | 30th of June 2025 |
Gmo Equity Allocation [GMUEX] is traded in USA and was established 20th of July 2025. Gmo Us is listed under GMO category by Fama And French industry classification. The fund is listed under Large Value category and is part of GMO family. This fund currently has accumulated 988.89 M in assets under management (AUM) with no minimum investment requirementsGmo Equity Allocation is currently producing year-to-date (YTD) return of 5.1% with the current yeild of 0.0%, while the total return for the last 3 years was 16.98%.
Check Gmo Us 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 Equity Allocation 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 Equity Allocation Mutual Fund Constituents
| HPQ | HP Inc | Stock | Information Technology | |
| AMAT | Applied Materials | Stock | Information Technology | |
| MRK | Merck Company | Stock | Health Care | |
| EA | Electronic Arts | Stock | Communication Services | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| LMT | Lockheed Martin | Stock | Industrials | |
| DHR | Danaher | Stock | Health Care | |
| VZ | Verizon Communications | Stock | Communication Services |
Gmo Equity Allocation Risk Profiles
| Mean Deviation | 0.6388 | |||
| Semi Deviation | 0.4685 | |||
| Standard Deviation | 0.9165 | |||
| Variance | 0.84 |
Gmo Us Against Markets
Other Information on Investing in Gmo Mutual Fund
Gmo Us 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 Us security.
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