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GMOV aims for total return by investing in undervalued securities within the US stock market. The fund employs a combination of proprietary quantitative analysis and historical comparisons to evaluate stocks based on key financial indicators, such as asset valuation, cash flow, and future earnings potential. This evaluation process supports informed decisions about position sizes and sector allocations, while also integrating ESG criteria to avoid industries like cluster munitions and thermal coal. GMOV maintains a focus on US companies, ensuring at least 80% of its assets are linked to this market, which allows for potential concentration in specific sectors. To enhance liquidity, the fund can invest in the GMO US Treasury Fund and other money market instruments, enabling adjustments to market conditions.
Sector exposure data isn't available for this fund yet.
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.64% | $5.16M |
| META | META PLATFORMS INC CLASS A | 5.17% | $4.73M |
| XOM | EXXON MOBIL CORP | 2.95% | $2.70M |
| MRK | MERCK + CO. INC. | 2.93% | $2.68M |
| JNJ | JOHNSON + JOHNSON | 2.56% | $2.34M |
| BAC | BANK OF AMERICA CORP | 2.35% | $2.15M |
| VZ | VERIZON COMMUNICATIONS INC | 2.32% | $2.12M |
| PFE | PFIZER INC | 2.12% | $1.93M |
| PG | PROCTER + GAMBLE CO/THE | 2.03% | $1.85M |
| JPM | JPMORGAN CHASE + CO | 2.01% | $1.84M |
| BMY | BRISTOL MYERS SQUIBB CO | 1.77% | $1.62M |
| CI | THE CIGNA GROUP | 1.55% | $1.42M |
| PGR | PROGRESSIVE CORP | 1.51% | $1.38M |
| TGT | TARGET CORP | 1.49% | $1.37M |
| ALL | ALLSTATE CORP | 1.46% | $1.34M |
| C | CITIGROUP INC | 1.41% | $1.28M |
| CVS | CVS HEALTH CORP | 1.39% | $1.27M |
| UPS | UNITED PARCEL SERVICE CL B | 1.37% | $1.25M |
| REGN | REGENERON PHARMACEUTICALS | 1.34% | $1.23M |
| EOG | EOG RESOURCES INC | 1.27% | $1.17M |
| QCOM | QUALCOMM INC | 1.27% | $1.16M |
| COF | CAPITAL ONE FINANCIAL CORP | 1.26% | $1.16M |
| UNH | UNITEDHEALTH GROUP INC | 1.23% | $1.12M |
| USB | US BANCORP | 1.16% | $1.06M |
| CB | CHUBB LTD | 1.07% | $977.35K |