SQCBX Mutual Fund

SQCBX Mutual Fund (X-Square Balanced Fund LLC Class C) is managed by X-Square Capital with $8.4M in net assets. SQCBX expense ratio is 3.50%, holding 91 positions across sectors including Financials, Information Technology, Consumer Discretionary. 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 6.66%. SQCBX dividend yield stands at 1.73%, paid quarterly.

SQCBX top holdings include Micron Technology, Inc. (4.7%), B 12/3/26 Govt (4.6%), Advanced Micro Devices Inc (4.0%), Government National Mortgage A 2.5 04/20/2051 (4.0%), Government National Mortgage A 2 08/20/2051 (3.4%). 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.