SQCBX Mutual Fund (X-Square Balanced Fund LLC Class C) is managed by X-Square Capital with $8.8M 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 9.86%. The 1-year return is 17.56% and the 5-year return is 6.57%. SQCBX dividend yield stands at 1.74%, paid quarterly.

SQCBX top holdings include Us T Bill Zcp 06/11/26 (5.0%), Government National Mortgage A 2 08/20/2051 (4.1%), Government National Mortgage A 2 10/20/2051 (4.0%), Gnma Ii Pool Ma7312 (3.9%), Government National Mortgage A 2 11/20/2051 (3.6%). View all SQCBX holdings, sector breakdown, or dividend history.

SQCBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SQCBX alternatives are available via the screener, along with tax-loss harvesting opportunities.