GQFIX Mutual Fund

GQFIX Mutual Fund

NAV$13.52
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Fund Essentials - as of Mar 31, 2026

Net Assets
-
Expense Ratio
0.59%
Dividend Yield (Current)
5.70%
Holdings
48
Inception Date
Jun 30, 2021
Fund Family
GQG Partners LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+11.08%
1 Year+18.06%
3 Year+14.16%
5 Year+10.94%

Asset Allocation

Stocks: 96.00%
Other: 4.00%
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Top Holdings

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TickerNameWeight
PETR3:BVPetrobras - Petroleo Bras-Pr5.68%
BATS:LNBritish American Tobacco Plc Common Stock GBP 255.68%
PMPhilip Morris International Inc.5.16%
AEPAmerican Electric Power Co Inc4.49%
TAT&T Inc.4.25%
Top 10 Concentration: 44.27%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
5.70%
Frequency
Quarterly

Peer Comparison

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

GQFIX Mutual Fund Overview

GQFIX Mutual Fund (GQG Partners Global Quality Value Fund Class Institutional) is managed by GQG Partners LLC. GQFIX expense ratio is 0.59%, holding 48 positions across sectors including Energy, Utilities, Consumer Staples. Inception date: 2021-06-30.

GQFIX performance shows a YTD return of 11.08%. The 1-year return is 18.06% and the 5-year return is 10.94%. GQFIX dividend yield stands at 5.70%, paid quarterly.

GQFIX top holdings include Petrobras - Petroleo Bras-Pr (5.7%), British American Tobacco Plc Common Stock GBP 25 (5.7%), Philip Morris International Inc. (5.2%), American Electric Power Co Inc (4.5%), AT&T Inc. (4.3%). Go to all GQFIX holdings, GQFIX sectors, or GQFIX dividends.

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