GFGEX Mutual Fund
GFGEX Mutual Fund
Guardian Capital Fundamental Global Equity Fund Institutional Class
GFGEX Mutual Fund Overview
GFGEX Mutual Fund (Guardian Capital Fundamental Global Equity Fund Institutional Class) is managed by Guardian Capital LP with $42.5M in net assets. GFGEX expense ratio is 0.99%, holding 26 positions across various sectors. Inception date: 2019-12-19.
GFGEX performance shows a YTD return of -0.62%. The 1-year return is -3.14% and the 5-year return is 6.41%. GFGEX dividend yield stands at 0.85%, paid annually.
GFGEX top holdings include a diversified portfolio. View all GFGEX holdings, sector breakdown, or dividend history.
GFGEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GFGEX alternatives are available via the screener, along with tax-loss harvesting opportunities.