Gmo E Plus Fund Quote
| GUGAX Fund | USD 17.43 0.04 0.23% |
PerformanceOK
| Odds Of DistressLow
|
Gmo Core is trading at 17.43 as of the 1st of May 2025; that is 0.23 percent increase since the beginning of the trading day. The fund's open price was 17.39. Gmo Core has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 12th of May 2023 and ending today, the 1st of May 2025. Click here to learn more.
Under normal circumstances, the fund invests directly and indirectly at least 80 percent of its assets in bonds. The term bond includes obligations of an issuer to make payments on future dates of principal, interest or both and synthetic debt instruments created by GMO by investing in derivatives . More on Gmo E Plus
Moving together with Gmo Mutual Fund
Moving against Gmo Mutual Fund
Gmo Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | GMO Funds, Large Blend Funds, Intermediate Core-Plus Bond Funds, Hybrid Mix Funds, Small Blend Funds, Intermediate Core-Plus Bond, GMO, Large Blend, Intermediate Core-Plus Bond (View all Sectors) |
| Update Date | 28th of December 2021 |
Gmo E Plus [GUGAX] is traded in USA and was established 1st of May 2025. Gmo Core is listed under GMO category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of GMO family. The entity is thematically classified as Hybrid Mix Funds. This fund currently has accumulated 727.12 M in assets under management (AUM) with minimum initial investment of 5 M. Gmo E Plus is currently producing year-to-date (YTD) return of 2.67% with the current yeild of 0.08%, while the total return for the last 3 years was 1.47%.
Check Gmo Core 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 E Plus 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 E Plus Mutual Fund Constituents
| GMDFX | Gmo Emerging Country | Mutual Fund | Emerging Markets Bond | |
| GMODX | Gmo Opportunistic Income | Mutual Fund | Nontraditional Bond | |
| GUSTX | Gmo Treasury Fund | Mutual Fund | Short Government | |
| IVV | iShares Core SP | Etf | Large Blend | |
| LQD | iShares iBoxx Investment | Etf | Corporate Bond |
Gmo E Plus Risk Profiles
| Mean Deviation | 0.275 | |||
| Semi Deviation | 0.2971 | |||
| Standard Deviation | 0.3559 | |||
| Variance | 0.1267 |
Gmo Core Against Markets
Other Information on Investing in Gmo Mutual Fund
Gmo Core 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 Core security.
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