GMSQX Mutual Fund

GMSQX Mutual Fund (GMO Small Cap Quality Fund Class IV) is managed by GMO. GMSQX expense ratio is 0.71%, holding 46 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2025-03-31.

GMSQX performance shows a YTD return of 10.29%. The 1-year return is 12.62%. GMSQX dividend yield stands at 3.55%, paid semi-annually.

GMSQX top holdings include Aramark Services Inc 2/1/2028 (4.8%), Pricesmart Inc (4.7%), Cirrus Logic Inc (4.4%), Aaon, Inc. (3.8%), Balchem Corp (3.6%). Go to all GMSQX holdings, GMSQX sectors, or GMSQX dividends.

GMSQX can be compared against other funds. Use GMSQX overlap to find shared positions, or GMSQX vs another fund for a side-by-side view. GMSQX alternatives are available via the screener, along with tax-loss harvesting opportunities.