About GQLIX
The GMO Quality Fund Class I is an actively managed mutual fund focused on generating total return through investments primarily in equities that the management team identifies as high quality. The fund utilizes a disciplined investment approach, combining both quantitative and fundamental analysis to assess the quality and valuation of companies worldwide. High quality, as defined by the fund, refers to companies with established profitability, strong fundamentals, and the ability to outpace average growth over time. The portfolio is diversified across sectors, with notable allocations to technology, healthcare, and communication services, featuring holdings in industry leaders such as Microsoft, Apple, and Alphabet. Managed by an experienced team, the fund aims to exploit a long-term horizon while managing short-term volatility, making it a significant vehicle for investors seeking exposure to stable, well-established global businesses. GMO Quality Fund Class I holds a prominent position within the large blend category, evidenced by its substantial asset base and a focus on institutional investors.
Fund Family GMO
Category Large Blend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol GQLIX
Share Class Class I
Index S&P 500 TR
GQLIX had a total return of 13.06% in the past year, including dividends. Since the fund's
inception, the average annual return has been 26.34%.
