Industry description
The investment seeks total return.
The adviser seeks to achieve the fund’s investment objective by investing the fund’s assets primarily in equities of U.S. small-cap companies that GMO believes to be of high quality. As an alternative to investing directly in equities, the fund may invest in exchange-traded and over-the-counter (OTC) derivatives and exchange-traded funds (ETFs). The fund also may invest in derivatives and ETFs in an attempt to obtain or adjust elements of its long or short investment exposure and as a substitute for securities lending.
Market Cap
The average market capitalization across the GMO Small Cap Quality IV MF is 8.36B. The market cap for tickers in the group ranges from 3.71B to 15B. ARMK holds the highest valuation in this group at 15B. The lowest valued company is BMI at 3.71B.
Volume
The average weekly volume growth across all stocks in the GMO Small Cap Quality IV MF was 31%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was -8%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 46
Price Growth Rating: 55
SMR Rating: 55
Profit Risk Rating: 61
Seasonality Score: -30 (-100 ... +100)