PPAJX Mutual Fund

PPAJX Mutual Fund (GMO US Opportunistic Value Fund Class R6) is managed by GMO. PPAJX expense ratio is 0.50%, holding 166 positions across sectors including Financials, Communication Services, Health Care. Inception date: 2023-08-28.

PPAJX performance shows a YTD return of 15.33%. The 1-year return is 28.62%. PPAJX dividend yield stands at 8.76%, paid semi-annually.

PPAJX 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 PPAJX holdings, PPAJX sectors, or PPAJX dividends.

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