GIOTX Mutual Fund Buy Hold or Sell Recommendation

GIOTX -  USA Fund  

USD 18.15  0.11  0.60%

Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding GMO International Developed is 'Hold'. Macroaxis provides GMO International buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding GIOTX positions. The advice algorithm takes into account all of GMO International's available fundamental, technical, and predictive indicators you will find on this site.

GIOTX Advice 

 
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The advice is provided from GMO International's buy-and-hold perspective. Please check GMO International Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as GIOTX and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards GMO International Developed.

Execute GMO International Buy or Sell Advice

The GIOTX recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on GMO International Developed. Macroaxis does not own or have any residual interests in GMO International Developed or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute GMO International's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell GMO InternationalBuy GMO International
Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

LowDetails

Economic Sensitivity

Ignores market trendsDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon GMO International Developed has a Risk Adjusted Performance of 0.032, Total Risk Alpha of (0.018846) and Sortino Ratio of (0.018086)
Our advice tool can cross-verify current analyst consensus on GMO International and to analyze the fund potential to grow next year. Use GMO International three year return and cash position weight to ensure your buy or sell decision on GMO International is adequate.

GMO International Trading Alerts and Improvement Suggestions

GMO International generated a negative expected return over the last 90 days
GMO International generated five year return of -1.0%
This fund retains 92.15% of its assets under management (AUM) in equities

GMO International Returns Distribution Density

The distribution of GMO International's historical returns is an attempt to chart the future uncertainty of GMO International's future price movements. The chart of the probability distribution of GMO International stock daily returns describes the distribution of returns around its average expected value. We use GMO International Developed price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of GMO International returns is essential to provide solid investment advice for GMO International stock.
Mean Return0.0331Value At Risk-1.58
Potential Upside1.05Standard Deviation0.75
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of GMO International historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

GMO International Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to GMO International or GMO sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that GMO International stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a GIOTX stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
0.00
β
Beta against DOW0.00
σ
Overall volatility
0.73
Ir
Information ratio -0.02

GMO International Volatility Alert

GMO International Developed has low volatility with Treynor Ratio of 0.0, Maximum Drawdown of 3.64 and kurtosis of 0.43. However, we advice all investors to further analyze GMO International Developed to make certain all market information is desiminated and is consistent with the current expectations about GMO International upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure GMO International's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact GMO International's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

GMO International Fundamentals Vs Peers

Comparing GMO International's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze GMO International's direct or indirect competition across all of the common fundamentals between GMO International and the related equities. This way, we can detect undervalued stocks with similar characteristics as GMO International or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of GMO International's fundamental indicators could also be used in its relative valuation, which is a method of valuing GMO International by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare GMO International to competition
FundamentalsGMO InternationalPeer Average
Price to Earning11.83 X6.53 X
Price to Book1.15 X0.74 X
Price to Sales0.67 X0.61 X
One Year Return0.10 %4.15 %
Three Year Return(1.58) %3.60 %
Five Year Return(0.86) %3.24 %
Ten Year Return4.92 %1.79 %
Net Asset249.82 M4.11 B
Minimum Initial Investment5 M976.16 K
Last Dividend Paid0.020.65
Cash Position Weight1.34 %10.61 %
Equity Positions Weight92.15 %63.90 %
Bond Positions Weight0.91 %11.24 %

GMO International Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as GIOTX . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Daily Balance Of Power(9,223,372,036,855)
Rate Of Daily Change0.99
Day Median Price18.15
Day Typical Price18.15
Price Action Indicator(0.06)

About GMO International Buy or Sell Advice

When is the right time to buy or sell GMO International Developed? Buying financial instruments such as GIOTX Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although GMO International investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having GMO International in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Top FinTech Thematic Idea Now

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Top FinTech Theme
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Please check GMO International Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the GMO International information on this page should be used as a complementary analysis to other GMO International'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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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When running GMO International price analysis, check to measure GMO International'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 International is operating at the current time. Most of GMO International's value examination focuses on studying past and present price action to predict the probability of GMO International's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move GMO International's price. Additionally, you may evaluate how the addition of GMO International to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between GMO International's value and its price as these two are different measures arrived at by different means. Investors typically determine GMO International value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, GMO International'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.