PPADX Mutual Fund

PPADX Mutual Fund (GMO US Opportunistic Value Fund Class III) is managed by GMO. PPADX expense ratio is 0.49%, holding 166 positions across sectors including Financials, Communication Services, Health Care. Inception date: 2023-02-15.

PPADX performance shows a YTD return of 15.18%. The 1-year return is 27.00%. PPADX dividend yield stands at 9.83%, paid semi-annually.

PPADX 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 PPADX holdings, PPADX sectors, or PPADX dividends.

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