GMO SGM Major Markets Fund (GSMFX) Research
This fund typically adopts both long and short investment stances across various worldwide financial arenas, encompassing equities, fixed-income instruments, foreign exchange, and raw materials. It achieves this through the use of diverse tools, including exchange-listed and over-the-counter (OTC) futures, forward currency agreements, swap contracts, and index options. Its strategy is guided by proprietary quantitative models that systematically determine global tactical asset allocation and precise market selections. The portfolio is classified as non-diversified.
Market snapshot
- Symbol
- GSMFX
- Price
- $24.27
- Day change
- +0.04%
- Market cap
- $34.6M
- 52-week range
- 22.9-28.86
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Bernzott U.S. Small Cap Value Fund (BSCVX)
- BlackRock Enhanced Government Fund, Inc. (EGF)
- Fidelity Disruptive Communications Fund (FNETX)
- The New Ireland Fund, Inc. (IRL)
- Janus Henderson Adaptive Global Allocation Fund (JAGAX)
- Janus Henderson Adaptive Global Allocation Fund (JAGNX)
- Janus Henderson Adaptive Global Allocation Fund (JAGSX)
- Janus Henderson Adaptive Global Allocation Fund (JAVCX)
Open GMO SGM Major Markets Fund (GSMFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.