Gmo E Mutual Fund Money Managers
| GUGAX Fund | USD 16.98 0.08 0.47% |
Break down of Gmo E's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Gmo E's future under-performance.
| Greg Jones Executive Fund Manager |
| More |
Gmo |
Gmo E Net Asset Comparison
Gmo E Plus is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Intermediate Core-Plus Bond category is currently estimated at about 23.87 Billion. Gmo E holds roughly 727.12 Million in net asset claiming about 3% of all funds under Intermediate Core-Plus Bond category.
Gmo E Plus Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Gmo E Plus Price Series Summation is a cross summation of Gmo E price series and its benchmark/peer.
Gmo E Stakeholder
| Greg Jones | Fund Manager | Profile |
About Gmo E Management Performance
The success or failure of an entity such as Gmo E Plus often depends on how effective the management is. Gmo E management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Gmo management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Gmo management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Under normal circumstances, the fund invests directly and indirectly at least 80 percent of its assets in bonds. The term bond includes obligations of an issuer to make payments on future dates of principal, interest or both and synthetic debt instruments created by GMO by investing in derivatives . The fund is non-diversified.
Please note that past performance is not an indicator of the future performance of Gmo E, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Gmo E Plus Annual Yield
In accordance with the recently published financial statements, Gmo E Plus has an Annual Yield of 0.0808%. This is 96.72% lower than that of the GMO family and significantly higher than that of the Intermediate Core-Plus Bond category. The annual yield for all United States funds is notably lower than that of the firm.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Gmo E Plus. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Gmo E Plus information on this page should be used as a complementary analysis to other Gmo E's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.