GMSQX Mutual Fund

GMSQX Mutual Fund (GMO Small Cap Quality Fund Class IV) is managed by GMO. GMSQX expense ratio is 0.71%, holding 44 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2025-03-31.

GMSQX performance shows a YTD return of 9.89%. The 1-year return is 11.06%. GMSQX dividend yield stands at 3.56%, paid semi-annually.

GMSQX top holdings include Aramark Holdings (4.6%), Pricesmart Inc (4.3%), Aptargroup Inc (4.1%), Balchem Corp (3.9%), Cohen & Steers Capital Management, Inc. (3.5%). Go to all GMSQX holdings, GMSQX sectors, or GMSQX dividends.

GMSQX can be compared against other funds. Use GMSQX overlap to find shared positions, or GMSQX vs another fund for a side-by-side view. GMSQX alternatives are available via the screener, along with tax-loss harvesting opportunities.