Gmo High Financials
| GMOZX Fund | 18.04 0.03 0.17% |
Gmo |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Gmo High Fund Summary
Gmo High competes with Vanguard High-yield, Vanguard High-yield, Blackrock, Blackrock High, and Blackrock. Under normal circumstances, the fund invests directly and indirectly at least 80 percent of its assets in high yield 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. The fund is non-diversified.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | GMO |
| Mutual Fund Category | High Yield Bond |
| Benchmark | Dow Jones Industrial |
Gmo High Yield Systematic Risk
Gmo High's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Gmo High volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Gmo High Yield correlated with the market. If Beta is less than 0 Gmo High generally moves in the opposite direction as compared to the market. If Gmo High Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Gmo High Yield is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Gmo High is generally in the same direction as the market. If Beta > 1 Gmo High moves generally in the same direction as, but more than the movement of the benchmark.
Gmo High Thematic Clasifications
Gmo High Yield is part of Junk Bonds Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with bonds rated BB or lower. Funds or Etfs that invest most of their assets into speculative (junk) bonds or to other fixed income instruments with interest rates 3 to 4 percentage points above government issues
This theme covers Funds with bonds rated BB or lower. Funds or Etfs that invest most of their assets into speculative (junk) bonds or to other fixed income instruments with interest rates 3 to 4 percentage points above government issues. Get More Thematic Ideas
| Junk Bonds Funds | View |
Gmo High November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Gmo High help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Gmo High Yield. We use our internally-developed statistical techniques to arrive at the intrinsic value of Gmo High Yield based on widely used predictive technical indicators. In general, we focus on analyzing Gmo Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Gmo High's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.202 | |||
| Information Ratio | (0.58) | |||
| Maximum Drawdown | 0.7239 | |||
| Value At Risk | (0.33) | |||
| Potential Upside | 0.2809 |
Other Information on Investing in Gmo Mutual Fund
Gmo High 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 High security.
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