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Fund Intelligence | Best Managers | GAPOX Insights | GAPOX Score | GAPOX Performance | GAPOX Manager | GAPOX News | GAPOX Allocation | GAPOX Holdings Change

Mutual Fund Insights: GMO Alpha Only IV Fund (GAPOX)

In-depth Analysis of GMO Alpha Only IV Fund (GAPOX)

Mutual fund chart: GMO Alpha Only IV Fund (GAPOX)

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See GMO Alpha Only IV Fund (GAPOX) performance details as of February 28, 2010

  

    Last Trade: $4.88 on 3/19/2010, Change: +0.01 (0.21%)

  

Fund Manager - Ben Inker

Fund Manager Tenure: 15.7 years
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)
Ben Inker is the director of asset allocation. Ben Inker joined GMO in 1992 .  Get more insights on Ben Inker

  

What we like about GMO Alpha Only IV Fund (GAPOX) What we like about GMO Alpha Only IV Fund (GAPOX)

Data for GMO Alpha Only IV Fund (GAPOX) as of February 28, 2010

  • GMO Alpha Only IV Fund (GAPOX) management has been with GMO Alpha Only IV Fund for 15.7 years
  • GMO Alpha Only IV Fund (GAPOX) has good mid-term performance (3-year return 3.04% vs -1.74 % Long-Short category average)
  • GMO Alpha Only IV Fund (GAPOX) has good Long-term performance (5-year return 3.28% vs 1.65 % Long-Short category average)
  • GMO Alpha Only IV Fund (GAPOX) has a Morningstar rating of 4 and above
  • GMO Alpha Only IV Fund (GAPOX) has an annual stock turnover rate of 87.00% vs Long-Short average of 346.67%. It is good that GMO Alpha Only IV management does not trade extensively for its return.
  • GMO Alpha Only IV Fund (GAPOX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.84, lower than category average of 10.54
  • GMO Alpha Only IV Fund (GAPOX) has a lower management fee than its Long-Short average: 0.18% vs 2.08%
  • GMO Alpha Only IV Fund (GAPOX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about GMO Alpha Only IV Fund (GAPOX) What we are cautious about GMO Alpha Only IV Fund (GAPOX)

Data for GMO Alpha Only IV Fund (GAPOX) as of February 28, 2010

  • GMO Alpha Only IV Fund (GAPOX) has a less-than-ideal short-term performance (1-year return -10.30% vs 17.12 % Long-Short category average)
  • GMO Alpha Only IV Fund (GAPOX) ratio of up-years vs down years can be improved
  • GMO Alpha Only IV Fund (GAPOX) is less safe compared to its Long-Short peers
  • GMO Alpha Only IV Fund (GAPOX) does not have a good risk adjusted return as its 3-year Alpha of -1.1 is worse than category average of 1.37, and its 3-year Sharpe ratio is 0.24
See GMO Alpha Only IV Fund (GAPOX) performance details as of February 28, 2010

  

  

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GMO Alpha Only IV Fund (GAPOX) Net Asset

Track net asset change of GMO Alpha Only IV fund (GAPOX)

DateNet Asset
02/2010$1.70B
01/2010$1.65B
11/2009$1.54B
More historic net asset information on GMO Alpha Only IV Fund (GAPOX)

  

GMO Alpha Only IV Fund (GAPOX) Portfolio Allocation

Track portfolio allocation change of GMO Alpha Only IV fund (GAPOX)

DateCashStockBondOther
08/200937.6%60.27%0%2.13%
05/200928.36%50.31%18.05%3.28%
02/200924.9%71.11%3.95%0.03%
Click here to see more historic asset allocation information on GMO Alpha Only IV Fund (GAPOX)

  

Most Recent Top 10 Holdings in GMO Alpha Only IV Fund (GAPOX)

Discover what GMO Alpha Only IV Fund (GAPOX) manager is buying

31-Aug-09
GMO Quality VI [29.05%]
GMO International Growth Equity IV [22.05%]
GMO Intl Intrinsic Value IV [22.04%]
GMO US Core Equity VI [16%]
Low Qty Eu Eq Bkt Ms [4.6%]
Low Qty Eu Eq Bkt Gm [3.08%]
Collateral Mgmt Fd [2.84%]
GMO International Small Companies III [1.11%]
Low Qlty Eq Bskt Cit [0.16%]
Low Qlty Eq Bskt Jpm [0.04%]

31-May-09
GMO Quality VI [37.19%]
GMO Intl Intrinsic Value IV [32.13%]
GMO International Growth Equity IV [30.44%]
GMO US Core Equity VI [20.31%]
Trs Jpmc 0% 8/7/09 Short [17.37%]
Trs Jpmc 0% 8/7/09 Long [16.57%]
Trs Citi 0% 8/10/09 Short [16.37%]
Trs Citi 0% 8/10/09 Long [15.59%]
F/C Topix Indx Futr Jun09 [14.13%]
S&P 500 Index (Fut) [12.23%]

28-Feb-09
GMO U.S. Quality Equity VI [23.67%]
GMO International Growth Equity IV [18.64%]
GMO Intl Intrinsic Value IV [17.96%]
GMO U.S. Core Equity VI [12.93%]
JPM LQ2 BASKET AUG09 INDEX [2.08%]
CITI LQ1 BASKET AUG10 INDEX [1.87%]
Ms Low Qual Euro Equity Basket [0.91%]
Gs Low Qual Euro Equity Basket [0.55%]
N/A [0%]
N/A [0%]
Click here for Stock Holding Change Map in GMO Alpha Only IV Fund (GAPOX)

  

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