GUSOX Mutual Fund (GMO US Opportunistic Value Fund Class IV) is managed by GMO. GUSOX expense ratio is 0.43%, holding 168 positions across sectors including Financials, Health Care, Communication Services. Inception date: 2023-02-15.

GUSOX performance shows a YTD return of 5.14%. The 1-year return is 17.12%. GUSOX dividend yield stands at 4.05%, paid semi-annually.

GUSOX top holdings include Exxon Mobil Corp (4.1%), JOHNSON AND JOHNSON (3.9%), Merck & Co. Inc. (3.1%), 'alphabet Inc., Class 'a'' (3.0%), Verizon Communications, Inc. (2.7%). View all GUSOX holdings, sector breakdown, or dividend history.

GUSOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GUSOX alternatives are available via the screener, along with tax-loss harvesting opportunities.