SQBIX Mutual Fund

SQBIX Mutual Fund (X-Square Balanced Fund LLC Institutional Class) is managed by X-Square Capital with $11.7M in net assets. SQBIX expense ratio is 2.39%, holding 91 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2019-11-01.

SQBIX performance shows a YTD return of 9.92%. The 1-year return is 17.34% and the 5-year return is 7.79%. SQBIX dividend yield stands at 1.63%, paid quarterly.

SQBIX top holdings include Micron Technology, Inc. (4.7%), United States Department 0 2026-12-03 (4.6%), Advanced Micro Devices Inc (4.0%), Gnma Ii Pool Ma7312 (4.0%), Government National Mortgage A 2 08/20/2051 (3.4%). Go to all SQBIX holdings, SQBIX sectors, or SQBIX dividends.

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