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GSBGX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
194.55M

GSBGX GMO Small Cap Quality Fund Class VI Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks total return. GMO 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. The fund is non-diversified.

Market Cap

The average market capitalization across the GMO Small Cap Quality Fund Class VI MF is 7.51B. The market cap for tickers in the group ranges from 3.64B to 12.87B. BLD holds the highest valuation in this group at 12.87B. The lowest valued company is ACLS at 3.64B.

Volume

The average weekly volume growth across all stocks in the GMO Small Cap Quality Fund Class VI MF was 7%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was 9%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 48
Price Growth Rating: 48
SMR Rating: 57
Profit Risk Rating: 32
Seasonality Score: -51 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
GMO Trust40 Rowes WharfBoston
Phone
6173307500
Web
www.gmo.com
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GSBGX and

Correlation & Price change

A.I.dvisor indicates that over the last year, GSBGX has been loosely correlated with NAESX. These tickers have moved in lockstep 53% of the time. This A.I.-generated data suggests there is some statistical probability that if GSBGX jumps, then NAESX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GSBGX
1D Price
Change %
GSBGX100%
N/A
NAESX - GSBGX
53%
Loosely correlated
+1.12%
VSMAX - GSBGX
53%
Loosely correlated
+1.13%
VSCPX - GSBGX
53%
Loosely correlated
+1.13%
VSCIX - GSBGX
53%
Loosely correlated
+1.13%
FSSNX - GSBGX
50%
Loosely correlated
+0.97%
More