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GQG Partners Global Quality Equity Inv (GQRPX)

18.68
+0.12
+(0.65%)
At close: 8:06:04 AM EDT
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  • Previous Close 18.56
  • YTD Return 4.90%
  • Expense Ratio 0.88%
  • Category World Large-Stock Growth
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 3.67B
  • Beta (5Y Monthly) 0.81
  • Yield 0.82%
  • 5y Average Return --
  • Holdings Turnover 97.00%
  • Last Dividend 0.17
  • Inception Date Mar 29, 2019

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. Under normal circumstances, it invests in at least five countries, which may include the United States, and invests at least 40% of its total assets in securities of non-U.S. companies or, if conditions are not favorable, invests at least 30% of its total assets in securities of non-U.S. companies. The fund is non-diversified.

GQG Partners Inc

Fund Family

World Large-Stock Growth

Fund Category

3.67B

Net Assets

2019-03-29

Inception Date

Performance Overview: GQRPX

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Trailing returns as of 3/28/2025. Category is World Large-Stock Growth.

YTD Return

GQRPX
4.90%
Category
9.95%
 

1-Year Return

GQRPX
8.81%
Category
40.81%
 

3-Year Return

GQRPX
13.49%
Category
19.17%
 

5-Year Return

GQRPX
15.59%
Category
18.49%
 

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Holdings: GQRPX

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Sector Weightings

SectorGQRPX
Technology   20.83%
Healthcare   19.16%
Utilities   9.44%
Energy   8.26%
Industrials   2.08%
Real Estate   0.00%

Recent News: GQRPX

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Research Reports: GQRPX

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