PPAJX Mutual Fund
PPAJX Mutual Fund
GMO US Opportunistic Value Fund Class R6
PPAJX Mutual Fund Overview
PPAJX Mutual Fund (GMO US Opportunistic Value Fund Class R6) is managed by GMO. PPAJX expense ratio is 0.49%, holding 168 positions across sectors including Financials, Health Care, Communication Services. Inception date: 2023-08-28.
PPAJX performance shows a YTD return of 8.86%. The 1-year return is 21.29%. PPAJX dividend yield stands at 2.85%, paid semi-annually.
PPAJX 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 PPAJX holdings, sector breakdown, or dividend history.
PPAJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PPAJX alternatives are available via the screener, along with tax-loss harvesting opportunities.