Morningstar

GQG Partners Mutual Funds

View all of GQG Partners’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

GQG Partners Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 13 of 13 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
GQG Partners Emerging Markets Equity InvGQGPXDiversified Emerging Mkts14.16%521.200%AverageNo Load$2,500
GQG Partners Emerging Markets Equity R6GQGRXDiversified Emerging Mkts14.33%500.980%AverageRetirement, Large$0
GQG Partners Emerging Markets EquityInstGQGIXDiversified Emerging Mkts14.27%510.980%Below AverageInstitutional$500,000
GQG Partners Global Quality Div Inc InsGQFIXGlobal Large-Stock Value13.49%440.680%Below AverageInstitutional$500,000
GQG Partners Global Quality Div Inc InvGQFPXGlobal Large-Stock Value13.38%450.820%Below AverageNo Load$2,500
GQG Partners Global Quality Equity InstlGQRIXGlobal Large-Stock Growth23.80%90.710%Below AverageInstitutional$500,000
GQG Partners Global Quality Equity InvGQRPXGlobal Large-Stock Growth23.63%90.880%Below AverageNo Load$2,500
GQG Partners Global Quality Equity R6GQRRXGlobal Large-Stock Growth23.82%80.710%Below AverageRetirement, Large$0
GQG Partners US Quality Dividend Inc InsGQHIXLarge Value17.98%150.490%LowInstitutional$500,000
GQG Partners US Quality Dividend Inc InvGQHPXLarge Value17.80%160.590%Below AverageNo Load$2,500
GQG Partners US Select Quality Eq InstlGQEIXLarge Blend28.23%20.490%LowInstitutional$500,000
GQG Partners US Select Quality Eq InvGQEPXLarge Blend28.06%20.670%Below AverageNo Load$2,500
GQG Partners US Select Quality Eq R6GQERXLarge Blend28.28%10.490%Below AverageRetirement, Large$0

GQG Partners Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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