GMSQX Mutual Fund

GMSQX Mutual Fund (GMO Small Cap Quality Fund Class IV) is managed by GMO. GMSQX expense ratio is 0.71%, holding 43 positions across sectors including Industrials, Information Technology, Materials. Inception date: 2025-03-31.

GMSQX performance shows a YTD return of 7.42%. The 1-year return is 11.04%. GMSQX dividend yield stands at 0.29%, paid semi-annually.

GMSQX top holdings include Aramark Holdings (4.6%), Balchem Corp (4.1%), Aptargroup Inc (4.0%), Pricesmart Inc (3.8%), Trex Co Inc (3.7%). 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.