GMOD yields 0.92% · DGRO yields 2.13%● Live data
📍 DGRO pulled ahead of the other in Year 1
Combined, GMOD + DGRO cover 0 of 12 months — good coverage
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GMOD seeks positive total return through a dynamic, multi-asset allocation approach that adjusts exposures across equities, fixed income, and liquid alternative strategies based on GMOs long-term valuation and risk outlook. The fund typically operates as a fund of funds, investing mainly in other GMO-managed and third-party vehicles but may also hold securities directly. Allocation decisions are guided by GMOs forecasts of expected returns and its view that valuations tend to revert to fair value over time. This forward-looking process incorporates assessments of relative risk, economic trends, and market conditions to determine where capital is best positioned. The portfolios flexibility allows allocations to shift meaningfully, with equity exposure generally ranging between 40% and 80% of net assets. While diversified across asset classes, the fund can concentrate in certain markets or sectors when valuation signals support a higher conviction stance.
Full GMOD Calculator →The iShares Core Dividend Growth ETF seeks to track the investment results of an index composed of U.S. equities with a history of consistently growing dividends.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.