(GQGU) The Advisors’ Inner - NYSE

ETF Category: Large Growth | Exchange: NYSE (USA) | Market Cap: 569m USD | Total Return: 5.3% in 12m

Common Stocks, Warrants, Preferred Stocks
Total Rating 32
Safety 45
Buy Signal -0.63
Large Growth
Category Rotation: -14.0
AUM: 569M
Avg Turnover: 3.11M
Risk 3d forecast
Volatility11.9%
VaR 5th Pctl2.12%
VaR vs Median-0.71%
Reward TTM
Sharpe Ratio0.12
Rel. Str. IBD35.5
Rel. Str. Peer Group4.3
Character TTM
Beta-0.109
Beta Downside-0.036
Hurst Exponent0.487
Drawdowns 3y
Max DD6.66%
CAGR/Max DD0.77
CAGR/Mean DD1.98

Warnings

Volatile

Tailwinds

No distinct edge detected

Description: GQGU The Advisors’ Inner

The Advisors’ Inner Circle Fund III (GQGU) is a non-diversified exchange-traded fund that primarily targets equity securities of U.S.-based companies. Under normal market conditions, the fund allocates at least 80% of its net assets to publicly traded common stocks, though the mandate allows for investments in warrants and preferred stocks. Despite its classification in the Large Growth category, the fund currently operates with a small-cap market valuation of approximately $554 million.

The fund’s non-diversified status allows portfolio managers to hold larger concentrated positions in individual issuers compared to diversified funds, which can lead to higher volatility relative to broader market indices. Growth-oriented strategies typically focus on companies expected to increase earnings at an above-average rate compared to their industry peers or the overall market. Reviewing historical valuation trends on ValueRay can provide further context on how these growth assets are priced.

Headlines to Watch Out For
  • U.S. equity market performance drives net asset value growth
  • Concentrated large-cap growth exposure increases volatility relative to benchmarks
  • Expense ratio competitiveness influences net fund inflows and AUM
  • Federal Reserve monetary policy impacts growth stock valuations and performance
What is the price of GQGU shares?

As of June 11, 2026, the stock is trading at USD 25.98 with a total of 140,787 shares traded.
Over the past week, the price has changed by -1.80%, over one month by -0.36%, over three months by -3.26% and over the past year by +5.28%.

Is GQGU a buy, sell or hold?

The Advisors’ Inner has no consensus analysts rating.