GUSOX Mutual Fund

GUSOX Mutual Fund (GMO US Opportunistic Value Fund Class IV) is managed by GMO. GUSOX expense ratio is 0.43%, holding 166 positions across sectors including Financials, Communication Services, Health Care. Inception date: 2023-02-15.

GUSOX performance shows a YTD return of 5.14%. The 1-year return is 17.18%. GUSOX dividend yield stands at 4.05%, paid semi-annually.

GUSOX top holdings include Meta Platforms, Inc. (5.2%), Alphabet Inc Common Stock USD 0.001 (3.9%), Qualcomm Inc. (3.4%), Merck & Company Inc (2.7%), Exxon Mobil Corp. (2.6%). Go to all GUSOX holdings, GUSOX sectors, or GUSOX dividends.

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