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GMOI - ETF AI Analysis

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GMOI

GMO International Value ETF (GMOI)

Rating:68Neutral
Price Target:
GMOI, the GMO International Value ETF, has a solid overall rating driven mainly by strong, attractively valued financial and energy names like TotalEnergies, BNP Paribas, and Manulife, which show good financial performance, positive momentum, and supportive earnings call commentary. Large positions in banks such as TD, Bank of Nova Scotia, and BBVA also help, though their high leverage and regional challenges, along with weaker momentum in holdings like Sun Life, introduce risk. The main risk factor is the fund’s heavy exposure to international financial institutions, which can be sensitive to economic and regulatory changes in their home markets.
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing positive momentum.
Global Diversification
Holdings spread across many countries, including the U.S., Japan, and several European markets, help reduce reliance on any single economy.
Financial and Energy Leaders in Top Holdings
Several of the largest positions in financial and energy companies have shown strong performance, supporting the fund’s overall returns.
Negative Factors
High Exposure to Financials
With a large share of assets in financial stocks, the fund is more sensitive to problems in the banking and insurance sectors.
Underperforming Health Care Holding
One of the major health care positions has been weak this year, which can drag on overall results if the trend continues.
Above-Average Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees.

GMOI vs. SPDR S&P 500 ETF (SPY)

GMOI Summary

GMO International Value ETF (GMOI) is a global stock fund that follows a value theme, aiming to invest in companies that appear cheap compared with their business fundamentals. It does not track a specific index, but instead uses GMO’s research to pick undervalued companies across many countries and sectors. Well-known holdings include BNP Paribas and TotalEnergies. Investors might consider GMOI for long-term growth and diversification beyond the U.S. market. A key risk is that value stocks can stay out of favor for long periods, and the ETF’s price can go up and down with global markets.
How much will it cost me?The GMO International Value ETF has an expense ratio of 0.6%, meaning you’ll pay $6 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on identifying undervalued international companies using detailed research and analysis.
What would affect this ETF?The GMO International Value ETF could benefit from global economic recovery, which may increase demand for undervalued stocks in sectors like Financials and Industrials, where it has significant exposure. However, rising interest rates or geopolitical tensions could negatively impact its holdings, particularly in financial institutions and energy companies. Its global diversification offers resilience, but currency fluctuations and regional economic instability may pose risks.

GMOI Top 10 Holdings

GMOI is leaning heavily on global financials, with European giants like BNP Paribas and BBVA, plus Canadian players such as Bank of Nova Scotia and Toronto-Dominion, doing much of the heavy lifting as their shares have been steadily rising. Insurers Manulife and Sun Life add more punch from the same sector, underscoring the fund’s clear tilt toward banks and financial services rather than flashy tech. On the flip side, Rio Tinto has been wobbling and Sanofi has lost some steam, modestly dampening returns in this otherwise broadly diversified, non-U.S.-centric portfolio.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
BNP Paribas3.59%$22.57M€124.21B36.82%
77
Outperform
Banco Bilbao3.44%$21.67M$158.11B52.26%
76
Outperform
TotalEnergies SE3.37%$21.22M€165.38B44.08%
78
Outperform
Bank Of Nova Scotia3.25%$20.48MC$152.83B57.97%
77
Outperform
Rio Tinto3.07%$19.35M$174.32B64.00%
80
Outperform
Sanofi2.70%$16.96M$104.30B-7.90%
75
Outperform
Toronto Dominion Bank2.54%$16.01M$205.29B65.68%
74
Outperform
GlaxoSmithKline2.38%$15.01M$106.14B38.32%
77
Outperform
Honda Motor Company2.22%$13.95M$41.14B-3.00%
69
Neutral
Nippon Telegraph and Telephone2.18%$13.72M¥13.51T5.69%
73
Outperform

GMOI Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
38.62
Positive
100DMA
37.82
Positive
200DMA
35.93
Positive
Market Momentum
MACD
0.71
Negative
RSI
71.62
Negative
STOCH
89.17
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GMOI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 39.81, equal to the 50-day MA of 38.62, and equal to the 200-day MA of 35.93, indicating a bullish trend. The MACD of 0.71 indicates Negative momentum. The RSI at 71.62 is Negative, neither overbought nor oversold. The STOCH value of 89.17 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GMOI.

GMOI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$660.06M0.60%
68
Neutral
$601.17M0.49%
60
Neutral
$575.12M0.44%
71
Outperform
$544.01M0.70%
58
Neutral
$397.70M0.80%
57
Neutral
$179.38M0.35%
70
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GMOI
GMO International Value ETF
40.89
10.94
36.53%
FPAG
FPA Global Equity ETF
MFSV
MFS Active Value ETF
BINV
Brandes International ETF
COPY
Tweedy Browne Insider + Value ETF Trust Units
CSTK
Invesco Comstock Contrarian Equity ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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