SQCBX Mutual Fund
SQCBX Mutual Fund
SQCBX Mutual Fund
X-Square Balanced Fund LLC Class C
SQCBX Mutual Fund Overview
SQCBX Mutual Fund (X-Square Balanced Fund LLC Class C) is managed by X-Square Capital with $8.9M in net assets. SQCBX expense ratio is 3.50%, holding 89 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2019-11-01.
SQCBX performance shows a YTD return of 9.29%. The 1-year return is 16.10% and the 5-year return is 6.53%. SQCBX dividend yield stands at 1.75%, paid quarterly.
SQCBX top holdings include Treasury Bill Jun 11, 2026 (5.0%), Government National Mortgage A 2 08/20/2051 (4.1%), Government National Mortgage A 2 10/20/2051 (4.0%), Government National Mortgage A 2.5 04/20/2051 (3.9%), Government National Mortgage A 2 11/20/2051 (3.6%). Go to all SQCBX holdings, SQCBX sectors, or SQCBX dividends.
SQCBX can be compared against other funds. Use SQCBX overlap to find shared positions, or SQCBX vs another fund for a side-by-side view. SQCBX alternatives are available via the screener, along with tax-loss harvesting opportunities.