Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
GMO International Value ETF(GMOI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for GMOI
10/28/2026: GMOI (2-star) is currently NOT-A-BUY. Pass it for now.
GMOI provides actively managed exposure to non-U.S. developed market equities, utilizing a disciplined, value-based approach to identify mispriced securities. Its primary strengths are the deep expertise of the GMO management team and a rigorous commitment to intrinsic valuation. It serves as a strong portfolio diversifier for investors looking for active management outside the U.S. markets. Key risks include higher management fees relative to passive index funds, exposure to international market volatility, and the potential for underperformance during growth-led market cycles. It is most suitable for long-term investors comfortable with the risks of active equity management.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund focuses on value-oriented metrics rather than aggressive growth characteristics. |
| Momentum investor | Weak fit | Value-based strategies often perform inversely to high-momentum strategies in the short term. |
| Value investor | Strong fit | The fund is specifically designed for investors seeking undervalued assets in international markets. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the primary goal is total return rather than yield generation. |
| Low-risk investor | Mixed fit | International equities carry inherent volatility, though value stocks may offer a cushion during market downturns. |
Investor Profile
Ideal Investor Profile
Long-term investors who believe in the systematic value investment philosophy and wish to add active international exposure to their portfolio.
Suitability
Best suited for long-term investors seeking diversification and alpha potential rather than for short-term tactical traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | International equity markets can experience significant price swings due to geopolitical and economic factors. |
| Market risk | Medium / high | The fund is susceptible to broad declines in international developed market performance. |
| Concentration | Medium | The fund may hold a concentrated selection of stocks deemed undervalued by its models. |
| Tracking/expense | Medium | Active management costs are higher than passive index alternatives, requiring consistent alpha to justify. |
| Liquidity | Low | Underlying foreign stocks may occasionally suffer from reduced liquidity during localized market stress. |
| Business/sector quality | Medium | Value traps remain a risk if the chosen sectors experience structural decline. |
Risk Analysis
Volatility
GMOI exhibits historical volatility consistent with international developed market equities, often influenced by sector-specific rotations.
Market Risk
Risks include currency devaluation, changes in foreign tax policy, and global economic sensitivity affecting the underlying holdings.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed Markets (Ex-US) | 95 | Provides diversified exposure to international developed economies, reducing reliance on U.S. market cycles. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintains liquidity for operational needs and potential tactical rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 39.66% | Avg. Invested days 114 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.