GMO Mutual Fund Quote

GAAAX Fund  USD 24.36  0.03  0.12%   

Market Performance

0 of 100


Odds Of Distress

Less than 1

GMO Opportunistic is trading at 24.36 as of the 3rd of October 2023; that is -0.12% down since the beginning of the trading day. The fund's open price was 24.39. GMO Opportunistic has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for GMO Opportunistic Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of August 2023 and ending today, the 3rd of October 2023. Click here to learn more.
The fund invests primarily in securitized credit securities. GMO Opportunistic is traded on NASDAQ Exchange in the United States. More on GMO Opportunistic Income

Moving together with GMO Mutual Fund


Moving against GMO Mutual Fund

-0.6XDSMXDreyfus StrategicPairCorr
-0.6XLEOXDreyfus StrategicPairCorr
-0.57XNXJXNuveen New JerseyPairCorr
-0.57XNBOXNeuberger Berman NewPairCorr
-0.55XNBHXNeuberger Berman IntPairCorr
-0.55XDMFXDreyfus MunicipalomePairCorr

GMO Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. GMO Opportunistic's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding GMO Opportunistic or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of GMO Opportunistic's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Not RatedUndervalued
Startdate6th of February 2015
GMO Opportunistic Income [GAAAX] is traded in USA and was established 3rd of October 2023. The fund is listed under Nontraditional Bond category and is part of GMO family. GMO Opportunistic Income currently has accumulated 972.28 M in assets under management (AUM) with no minimum investment requirements with the current yeild of 1.78%, while the total return for the last 3 years was 2.1%.
Check GMO Opportunistic Probability Of Bankruptcy

Top GMO Opportunistic Income Mutual Fund Constituents

GUSTXGMO US TREASURYMutual FundShort Government
More Details

GMO Opportunistic Target Price Odds Analysis

Based on a normal probability distribution, the odds of GMO Opportunistic jumping above the current price in 90 days from now is about 33.99%. The GMO Opportunistic Income probability density function shows the probability of GMO Opportunistic mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon GMO Opportunistic has a beta of 0.0948. This usually indicates as returns on the market go up, GMO Opportunistic average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding GMO Opportunistic Income will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0057, implying that it can generate a 0.005706 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 24.36HorizonTargetOdds Above 24.36
62.92%90 days
Based on a normal probability distribution, the odds of GMO Opportunistic to move above the current price in 90 days from now is about 33.99 (This GMO Opportunistic Income probability density function shows the probability of GMO Mutual Fund to fall within a particular range of prices over 90 days) .

GMO Opportunistic Income Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. GMO Opportunistic market risk premium is the additional return an investor will receive from holding GMO Opportunistic long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in GMO Opportunistic. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although GMO Opportunistic's alpha and beta are two of the key measurements used to evaluate GMO Opportunistic's performance over the market, the standard measures of volatility play an important role as well.

GMO Opportunistic Against Markets

Picking the right benchmark for GMO Opportunistic mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in GMO Opportunistic mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for GMO Opportunistic is critical whether you are bullish or bearish towards GMO Opportunistic Income at a given time. Please also check how GMO Opportunistic's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in GMO Opportunistic without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy GMO Mutual Fund?

Before investing in GMO Opportunistic, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in GMO Opportunistic. To buy GMO Opportunistic fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of GMO Opportunistic. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase GMO Opportunistic fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located GMO Opportunistic Income fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased GMO Opportunistic Income fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as GMO Opportunistic Income, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in GMO Opportunistic Income?

The danger of trading GMO Opportunistic Income is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of GMO Opportunistic is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than GMO Opportunistic. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile GMO Opportunistic Income is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in GMO Opportunistic Income. 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 Opportunistic Income information on this page should be used as a complementary analysis to other GMO Opportunistic'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 Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.

Complementary Tools for GMO Mutual Fund analysis

When running GMO Opportunistic's price analysis, check to measure GMO Opportunistic's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy GMO Opportunistic is operating at the current time. Most of GMO Opportunistic's value examination focuses on studying past and present price action to predict the probability of GMO Opportunistic's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move GMO Opportunistic's price. Additionally, you may evaluate how the addition of GMO Opportunistic to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between GMO Opportunistic's value and its price as these two are different measures arrived at by different means. Investors typically determine if GMO Opportunistic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, GMO Opportunistic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.