GQERX Mutual Fund

GQERX Mutual Fund

NAV$20.94
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Fund Essentials - as of Jun 30, 2026

Net Assets
-
Expense Ratio
0.49%
Dividend Yield (Current)
6.95%
Holdings
33
Inception Date
Sep 28, 2018
Fund Family
GQG Partners LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+7.03%
1 Year+7.14%
3 Year+11.98%
5 Year+9.52%

Asset Allocation

Stocks: 99.74%
Other: 0.26%
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Top Holdings

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TickerNameWeight
XOMExxon Mobil Corp.6.50%
PMPhilip Morris International Inc.6.29%
MOAltria Group Inc6.24%
TBBAt&t Inc5.40%
VZVerizon Communic5.33%
Top 10 Concentration: 49.84%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
6.95%
Frequency
Annually
Latest Distribution
$0.14
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

GQERX Mutual Fund Overview

GQERX Mutual Fund (GQG Partners Us Select Quality Equity Fund Class R6) is managed by GQG Partners LLC. GQERX expense ratio is 0.49%, holding 33 positions across sectors including Financials, Consumer Staples, Utilities. Inception date: 2018-09-28.

GQERX performance shows a YTD return of 7.03%. The 1-year return is 7.14% and the 5-year return is 9.52%. GQERX dividend yield stands at 6.95%, paid annually.

GQERX top holdings include Exxon Mobil Corp. (6.5%), Philip Morris International Inc. (6.3%), Altria Group Inc (6.2%), At&t Inc (5.4%), Verizon Communic (5.3%). Go to all GQERX holdings, GQERX sectors, or GQERX dividends.

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