Gmo Small Cap Fund Quote
| GCAVX Fund | USD 19.46 0.11 0.56% |
PerformanceVery Weak
| Odds Of DistressLow
|
Gmo Us is trading at 19.46 as of the 28th of May 2025; that is 0.56 percent decrease since the beginning of the trading day. The fund's open price was 19.57. Gmo Us has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of April 2025 and ending today, the 28th of May 2025. Click here to learn more.
The adviser seeks to achieve the funds investment objective by investing primarily in equities of U.S. companies that are included in the SP 600 Index or whose market capitalization at the time of investment is less than that of the 1000 largest publicly held companies. More on Gmo Small Cap
Moving together with Gmo Mutual Fund
Gmo Mutual Fund Highlights
| Fund Concentration | GMO Funds, Large Funds, Small Value Funds, Small Value, GMO, Large, Small Value (View all Sectors) |
| Update Date | 31st of March 2025 |
Gmo Small Cap [GCAVX] is traded in USA and was established 28th of May 2025. Gmo Us is listed under GMO category by Fama And French industry classification. The fund is listed under Small Value category and is part of GMO family. This fund currently has accumulated 336.01 M in assets under management (AUM) with minimum initial investment of 300 M. Gmo Small Cap is currently producing year-to-date (YTD) return of 2.25% with the current yeild of 0.02%, while the total return for the last 3 years was 7.47%.
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 Small Cap 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 Small Cap Mutual Fund Constituents
| NMRK | Newmark Group | Stock | Real Estate | |
| WD | Walker Dunlop | Stock | Financials | |
| UFPI | Ufp Industries | Stock | Industrials | |
| TPH | TRI Pointe Homes | Stock | Consumer Discretionary | |
| TGNA | Tegna Inc | Stock | Communication Services | |
| SIG | Signet Jewelers | Stock | Consumer Discretionary | |
| SHO | Sunstone Hotel Investors | Stock | Real Estate | |
| SANM | Sanmina | Stock | Information Technology |
Gmo Us Top Holders
| GMWRX | Gmo Global Asset | Mutual Fund | World Allocation | |
| GAAUX | Gmo Global Equity | Mutual Fund | World Large-Stock Value | |
| GWOAX | Gmo Global Developed | Mutual Fund | World Large-Stock Value | |
| GMWAX | Gmo Global Asset | Mutual Fund | World Allocation | |
| GMOOX | Gmo Global Asset | Mutual Fund | World Allocation | |
| GMADX | Gmo Global Equity | Mutual Fund | World Large-Stock Value | |
| GBATX | Gmo Strategic Opportunities | Mutual Fund | World Allocation | |
| GMGEX | Gmo Global Equity | Mutual Fund | World Large-Stock Value |
Gmo Small Cap Risk Profiles
| Mean Deviation | 1.39 | |||
| Standard Deviation | 2.1 | |||
| Variance | 4.41 | |||
| Risk Adjusted Performance | (0.07) |
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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