About GQEPX
GQG Partners US Select Quality Equity Fund Investor Shares is an open-end mutual fund designed for long-term capital appreciation by investing primarily in high-quality U.S. companies. The fund emphasizes firms that demonstrate strong financial health, sustainable earnings growth, and quality management, aiming to identify attractively priced stocks with competitive advantages. Its portfolio is diversified across sectors such as technology, healthcare, consumer defensive, and communication services, including prominent holdings like Meta Platforms, NVIDIA, Eli Lilly, Apple, and Microsoft. The fund seeks to balance downside risk with compelling returns over a full market cycle, making it a significant vehicle for exposure to large-cap U.S. equities with a quality-growth investment style. Since its inception in 2018, it has maintained a focused approach through rigorous fundamental analysis and active management, reflecting GQG Partners' commitment to disciplined, quality-driven investing in the U.S. equity landscape.
Fund Family GQG Partners Inc
Category Large Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol GQEPX
Share Class Investor Shares
Index S&P 500 TR
GQEPX had a total return of -3.68% in the past year, including dividends. Since the fund's
inception, the average annual return has been 17.32%.
