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Upturn AI Summary
GMO U.S. Value ETF(GMOV)
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 GMOV
11/13/2026: GMOV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
GMOV is an actively managed ETF that provides exposure to U.S. equities, focusing on companies that exhibit both attractive value and high quality. Managed by GMO, the fund seeks to outperform broad value indices by utilizing a systematic, research-driven process to avoid value traps and capture long-term capital appreciation. Its primary strengths include the rigorous investment process of the issuer and the integration of quality screens. While it offers a distinct active strategy, investors should be mindful of its higher expense ratio compared to passive competitors and the potential for active underperformance in growth-driven markets. It is most suitable for long-term investors who trust the GMO philosophy and are looking for a disciplined, factor-based approach to U.S. value investing.
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 and quality rather than aggressive growth, making it a poor fit for pure growth seekers. |
| Momentum investor | Mixed fit | While the fund considers momentum in its selection process, it is primarily a value-oriented product. |
| Value investor | Strong fit | The fund is explicitly designed for investors seeking systematic exposure to undervalued, high-quality U.S. equities. |
| Dividend/Income investor | Mixed fit | Value stocks often pay dividends, but the fund's objective is capital appreciation rather than strictly income generation. |
| Low-risk investor | Medium | While quality-focused value stocks are often less volatile than growth stocks, the fund still carries inherent equity market risk. |
Investor Profile
Ideal Investor Profile
Long-term investors who appreciate GMO's valuation-sensitive approach and prefer active management over passive indexing.
Suitability
Best for long-term investors seeking to complement a core portfolio with a disciplined, research-driven active value strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to standard market fluctuations inherent to the U.S. stock market. |
| Market risk | Medium / high | The fund's performance is tied to the overall direction of the U.S. equity markets. |
| Concentration | Medium | Active management may lead to sector or stock tilts that differ significantly from broad benchmarks. |
| Tracking/expense | Medium | Higher expense ratios compared to passive ETFs create a performance hurdle for the active manager. |
| Liquidity | Low | The underlying assets are generally large-cap stocks, which are highly liquid. |
| Business/sector quality | Low | The fund's quality screen specifically aims to mitigate risks associated with poor business fundamentals. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
GMOV experiences moderate volatility typical of a diversified U.S. large-cap value portfolio.
Market Risk
The fund is inherently exposed to broad U.S. economic and equity market risks that cannot be diversified away.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-cap U.S. Equities | 85 | The fund primarily focuses on large-cap U.S. stocks, providing exposure to mature, established companies. |
| Market capitalization | Mid-cap U.S. Equities | 10 | A smaller allocation to mid-cap stocks allows for exposure to potentially higher growth opportunities within the value space. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Small cash buffers are maintained for liquidity needs and 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 20.29% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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