Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Bank of America Corp (NYSE:BAC), International Business Machines Corp (NYSE:IBM), Verizon Communications (NYSE:VZ), Comcast Corp (NASDAQ:CMCSA), Pfizer (NYSE:PFE), Intel Corp (NASDAQ:INTC).
Industry description
The investment seeks total return.
The fund seeks to achieve the fund’s investment objective by investing the fund’s assets primarily in securities traded in U.S. equity markets. Under normal circumstances, the fund invests directly and indirectly (e.g., through underlying funds or derivatives) at least 80% of its assets in companies tied economically to the United States. It also may invest in U.S. Treasury Fund, in money market funds unaffiliated with GMO, and directly in the types of investments typically held by money market funds.
Market Cap
The average market capitalization across the GMO U.S. Opportunistic Value IV MF is 534.42B. The market cap for tickers in the group ranges from 90.6B to 1.94T. GOOG holds the highest valuation in this group at 1.94T. The lowest valued company is INTC at 90.6B.
Volume
The average weekly volume growth across all stocks in the GMO U.S. Opportunistic Value IV MF was -20%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -14%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 48
P/E Growth Rating: 58
Price Growth Rating: 40
SMR Rating: 41
Profit Risk Rating: 47
Seasonality Score: 17 (-100 ... +100)