PPADX GMO U.S. Opportunistic Value III Forecast, Technical & Fundamental Analysis

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), Pfizer (NYSE:PFE), Comcast Corp (NASDAQ:CMCSA), Intel Corp (NASDAQ:INTC).

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.

The average market capitalization across the GMO U.S. Opportunistic Value III MF is 716.95B. The market cap for tickers in the group ranges from 107.19B to 2.84T. GOOG holds the highest valuation in this group at 2.84T. The lowest valued company is INTC at 107.19B.

The average weekly volume growth across all stocks in the GMO U.S. Opportunistic Value III MF was 4%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was -36%