GMOV

GMO US Value ETF

$26.45
+0.00%
Market closed. Last update: 10:58 PM ET

📎 Investment Objective

The GMO US Value ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the GMO US Value Index, which is designed to provide exposure to a diversified portfolio of value-oriented U.S. equities.

Overview

ETF tracking GMO US Value ETF

Category Value
Issuer Other
Inception Date 2024-10-29
Market Cap $52.9M
Average Volume N/A
Dividend Yield 1.79%
52-Week Range $21.64 - $26.70
VWAP $26.52

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The GMO US Value ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the GMO US Value Index, which is designed to provide exposure to a diversified portfolio of value-oriented U.S. equities.

🎯 Investment Strategy

The ETF invests primarily in equity securities included in the GMO US Value Index, which is composed of stocks that exhibit value characteristics. The index selects and weights constituents based on a proprietary multi-factor value model developed by GMO.

✨ Key Features

  • Focuses on a diversified portfolio of value-oriented U.S. stocks
  • Utilizes a quantitative, multi-factor approach to identify undervalued companies
  • Aims to provide exposure to the long-term performance of the U.S. value equity market
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
  • Value investing risk: The ETF's value-oriented investment approach may underperform growth or other investment styles
  • Concentration risk: The ETF's performance may be more volatile due to its focus on the U.S. equity market
  • Liquidity risk: The ETF may have difficulty trading certain securities at an advantageous time or price

👤 Best For

The GMO US Value ETF may be suitable for long-term investors seeking exposure to the U.S. value equity market as part of a diversified portfolio. Investors with a higher risk tolerance and a long-term investment horizon may find this ETF appropriate for their investment goals.