SQBIX Mutual Fund (X-Square Balanced Fund LLC Institutional Class) is managed by X-Square Capital with $11.3M in net assets. SQBIX expense ratio is 2.39%, holding 89 positions across sectors including Unknown. Inception date: 2019-11-01.

SQBIX performance shows a YTD return of 7.71%. The 1-year return is 18.81% and the 5-year return is 7.72%. SQBIX dividend yield stands at 1.61%, paid quarterly.

SQBIX top holdings include B 0 06/11/26 (5.0%), G2 MA7533 (4.1%), G2 MA7648 (4.0%), G2 MA7312 (3.9%), G2 MA7704 (3.6%). View all SQBIX holdings, sector breakdown, or dividend history.

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