GAAAX Mutual Fund Buy Hold or Sell Recommendation

GAAAX
 Fund
  

USD 24.23  0.01  0.0413%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding GMO Opportunistic Income is 'Cautious Hold'. Macroaxis provides GMO Opportunistic buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding GAAAX positions. The advice algorithm takes into account all of GMO Opportunistic's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from GMO Opportunistic's buy-and-hold perspective. Please check GMO Opportunistic 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 GAAAX and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards GMO Opportunistic Income.

Execute GMO Opportunistic Buy or Sell Advice

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

Time Horizon

Risk Tolerance

Execute Advice
Sell GMO OpportunisticBuy GMO Opportunistic
Cautious Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon GMO Opportunistic Income has a Mean Deviation of 0.1352, Standard Deviation of 0.176 and Variance of 0.031
Our trade recommendations module complements current analysts and expert consensus on GMO Opportunistic Income. It analyzes the fund potential to grow using all fundamental, technical, and market related data available now. Please utilize GMO Opportunistic Income number of employees, five year return, as well as the relationship between the Five Year Return and bond positions weight to make buy, hold, or sell decision on GMO Opportunistic.

GMO Opportunistic Trading Alerts and Improvement Suggestions

GMO Opportunistic generated a negative expected return over the last 90 days
GMO Opportunistic has high likelihood to experience some financial distress in the next 2 years
The fund retains about 8.56% of its assets under management (AUM) in fixed income securities

GMO Opportunistic Returns Distribution Density

The distribution of GMO Opportunistic's historical returns is an attempt to chart the uncertainty of GMO Opportunistic's future price movements. The chart of the probability distribution of GMO Opportunistic stock daily returns describes the distribution of returns around its average expected value. We use GMO Opportunistic Income price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of GMO Opportunistic returns is essential to provide solid investment advice for GMO Opportunistic.
Mean Return-0.02Value At Risk-0.25
Potential Upside0.21Standard Deviation0.18
   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 Opportunistic 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 Opportunistic 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 Opportunistic 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 Opportunistic's price will be affected by overall mutual fund 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 GAAAX fund'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
-0.03
β
Beta against DOW0.0092
σ
Overall volatility
0.18
Ir
Information ratio -0.52

GMO Opportunistic Volatility Alert

GMO Opportunistic Income exhibits very low volatility with skewness of 0.88 and kurtosis of 2.01. However, we advise investors to further study GMO Opportunistic Income technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure GMO Opportunistic's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact GMO Opportunistic'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 Opportunistic Fundamentals Vs Peers

Comparing GMO Opportunistic'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 Opportunistic's direct or indirect competition across all of the common fundamentals between GMO Opportunistic and the related equities. This way, we can detect undervalued stocks with similar characteristics as GMO Opportunistic or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of GMO Opportunistic's fundamental indicators could also be used in its relative valuation, which is a method of valuing GMO Opportunistic by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare GMO Opportunistic to competition
FundamentalsGMO OpportunisticPeer Average
Annual Yield1.78 %0.29 %
One Year Return7.35 %4.15 %
Three Year Return2.10 %3.60 %
Five Year Return2.58 %3.24 %
Ten Year Return3.06 %1.79 %
Net Asset972.28 M4.11 B
Last Dividend Paid0.030.65
Cash Position Weight(67.20) %10.61 %
Bond Positions Weight8.56 %11.24 %

About GMO Opportunistic Buy or Sell Advice

When is the right time to buy or sell GMO Opportunistic Income? Buying financial instruments such as GAAAX Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the 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. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

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Power Stocks
Power Stocks Theme
Large capitalization equities showing high long-term performance indicators and above average return expectations based on Macroaxis rating system. The Power Stocks theme has 46 constituents at this time.
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Please check GMO Opportunistic 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 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 Analyst Recommendations module to analyst recommendations and target price estimates broken down by several categories.

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When running GMO Opportunistic Income 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 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 GMO Opportunistic value 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.