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GQEFX
Mutual Fund ticker: NASDAQ
AS OF
Jun 23 closing price
Price
$34.00
Change
+$0.32 (+0.95%)
Net Assets
10.3B

GQEFX GMO Quality IV Forecast, Technical & Fundamental Analysis

The investment seeks total return... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), Accenture PLC (NYSE:ACN).

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 companies that GMO believes to be of high quality. At times, the fund may have substantial exposure to a single asset class, industry, sector, country, region, issuer, currency or companies with similar market capitalizations. The fund may invest in securities of companies of any market capitalization. The fund 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.

Market Cap

The average market capitalization across the GMO Quality IV MF is 1.38T. The market cap for tickers in the group ranges from 177.74B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ACN at 177.74B.

Volume

The average weekly volume growth across all stocks in the GMO Quality IV MF was 30%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was 206%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 37
P/E Growth Rating: 76
Price Growth Rating: 48
SMR Rating: 33
Profit Risk Rating: 38
Seasonality Score: 58 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
GMO Trust40 Rowes WharfBoston
Phone
6173307500
Web
www.gmo.com
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GQEFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GQEFX has been closely correlated with VTSMX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if GQEFX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GQEFX
1D Price
Change %
GQEFX100%
N/A
VTSMX - GQEFX
93%
Closely correlated
N/A
VTSAX - GQEFX
93%
Closely correlated
N/A
VITSX - GQEFX
93%
Closely correlated
N/A
VSTSX - GQEFX
93%
Closely correlated
N/A
VSMPX - GQEFX
93%
Closely correlated
N/A
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