About GQERX
The GQG Partners US Select Quality Equity Fund R6 is a mutual fund focused on achieving long-term capital appreciation by investing primarily in high-quality U.S. companies with strong financials, sustainable earnings growth, and effective management teams. The fund employs a fundamental investment process, seeking firms that offer attractive forward-looking growth prospects while managing downside risk across market cycles. As a non-diversified fund, it may concentrate holdings in a smaller number of issuers compared to more diversified peers, allowing for a more focused portfolio driven by conviction in its highest-quality selections.
The fund's portfolio currently holds a blend of large-cap equities, prominently featuring companies from the technology, healthcare, and consumer sectors. Top holdings include major industry leaders such as NVIDIA, Meta Platforms, Eli Lilly, Microsoft, and Amazon, reflecting a strategy targeting robust growth and market-leading positions. GQG Partners US Select Quality Equity Fund R6 is designed for retirement accounts and features a competitive expense structure among its peers. Its role in the financial market is to serve investors seeking exposure to a curated selection of quality U.S. equities, aiming for above-average returns while providing mechanisms to limit downside risk in volatile periods.
Fund Family GQG Partners Inc
Category Large Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol GQERX
Share Class R6 Shares
Index S&P 500 TR
GQERX had a total return of -3.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 17.64%.
