PPADX Mutual Fund
PPADX Mutual Fund
GMO US Opportunistic Value Fund Class III
PPADX Mutual Fund Overview
PPADX Mutual Fund (GMO US Opportunistic Value Fund Class III) is managed by GMO. PPADX expense ratio is 0.49%, holding 168 positions across sectors including Financials, Health Care, Communication Services. Inception date: 2023-02-15.
PPADX performance shows a YTD return of 8.75%. The 1-year return is 21.09%. PPADX dividend yield stands at 3.89%, paid semi-annually.
PPADX top holdings include Exxon Mobil Corp (4.1%), JOHNSON AND JOHNSON (3.9%), Merck & Co. Inc. (3.1%), 'alphabet Inc., Class 'a'' (3.0%), Verizon Communications, Inc. (2.7%). View all PPADX holdings, sector breakdown, or dividend history.
PPADX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PPADX alternatives are available via the screener, along with tax-loss harvesting opportunities.