GUSOX Mutual Fund
GUSOX Mutual Fund
GUSOX Mutual Fund
GMO US Opportunistic Value Fund Class IV
GUSOX Mutual Fund Overview
GUSOX Mutual Fund (GMO US Opportunistic Value Fund Class IV) is managed by GMO. GUSOX expense ratio is 0.43%, holding 167 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2023-02-15.
GUSOX performance shows a YTD return of 5.14%. The 1-year return is 11.75%. GUSOX dividend yield stands at 4.05%, paid semi-annually.
GUSOX top holdings include Microsoft Corp (7.5%), Meta Platforms Inc Class A (5.5%), ExxonMobil Holdings Corp (3.4%), Merck & Company Inc (3.0%), Verizon Communications Inc (2.6%). Go to all GUSOX holdings, GUSOX sectors, or GUSOX dividends.
GUSOX can be compared against other funds. Use GUSOX overlap to find shared positions, or GUSOX vs another fund for a side-by-side view. GUSOX alternatives are available via the screener, along with tax-loss harvesting opportunities.