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IOVFX GMO International Opportunistic Val I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are HSBC Holdings PLC (NYSE:HSBC), BHP Group Limited (NYSE:BHP).

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 international equity markets. The fund primarily invests directly and indirectly (e.g., through underlying funds or derivatives) in equities of companies tied economically to developed countries other than the United States. Under normal circumstances, the fund invests directly and indirectly at least 80% of its assets in equities.

Market Cap

The average market capitalization across the GMO International Opportunistic Val I MF is 106.08B. The market cap for tickers in the group ranges from 1.92B to 197.93B. NVS holds the highest valuation in this group at 197.93B. The lowest valued company is ROG at 1.92B.

Volume

The average weekly volume growth across all stocks in the GMO International Opportunistic Val I MF was -27%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was 22%

Fundamental Analysis Ratings

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

Valuation Rating: 38
P/E Growth Rating: 54
Price Growth Rating: 56
SMR Rating: 42
Profit Risk Rating: 42
Seasonality Score: -5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Foreign Large Value
Address
GMO Trust40 Rowes WharfBoston
Phone
6173307500
Web
www.gmo.com
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IOVFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IOVFX has been closely correlated with DODFX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if IOVFX jumps, then DODFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IOVFX
1D Price
Change %
IOVFX100%
+0.06%
DODFX - IOVFX
91%
Closely correlated
-0.17%
DOXFX - IOVFX
91%
Closely correlated
-0.17%
OANIX - IOVFX
84%
Closely correlated
-0.15%
OAZIX - IOVFX
84%
Closely correlated
-0.11%
OAYIX - IOVFX
84%
Closely correlated
-0.15%