About GQIRX
GQG Partners Global Quality Equity Fund Institutional Shares is an open-end mutual fund that seeks long-term capital appreciation by investing in high-quality companies across both developed and emerging markets. Managed by GQG Partners, the fund is guided by a fundamental investment process that emphasizes financial strength, sustainability of earnings growth, and the quality of company management. This approach targets businesses with competitive advantages and attractive growth prospects, aiming to generate consistent returns over a full market cycle while managing downside risk. The fund primarily invests in large-cap growth equities, with significant allocations to sectors such as technology, healthcare, consumer goods, and energy. Its portfolio is typically concentrated, with a substantial portion of assets held in its top holdings, which include global leaders like NVIDIA, Meta Platforms, Novo Nordisk, and Eli Lilly. The Institutional Shares class features a relatively low expense ratio and is designed for investors seeking diversified global equity exposure managed with an eye toward quality, risk mitigation, and long-term growth potential.
Fund Family Goldman Sachs
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol GQIRX
Share Class Investor Shares
Index Russell 3000 TR
GQIRX had a total return of 13.79% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.15%.
