PSQGX Mutual Fund
PSQGX Mutual Fund
Port Street Quality Growth Fund Institutional Class

PSQGX Mutual Fund Overview
PSQGX Mutual Fund (Port Street Quality Growth Fund Institutional Class) is managed by Port Street Investments with $159.1M in net assets. PSQGX expense ratio is 0.97%, holding 26 positions across sectors including Other, Industrials, Information Technology. Inception date: 2014-03-31.
PSQGX performance shows a YTD return of 1.20%. The 1-year return is 11.01% and the 5-year return is 5.88%. PSQGX dividend yield stands at 14.91%, paid annually.
PSQGX top holdings include Treasury Bill Apr 23, 2026 (12.7%), BRISTOL-PLYMOUTH MA REGL VOTECH SCH DIST N/C, 4%, due 02/17/2027 (12.1%), Treasury Bill 06/26 0.00000 0.01% 06/16/2026 0.01 2026-06-16 (12.1%), Alphabet Inc Common Stock USD 0.001 (5.6%), Berkshire Hathaway Inc Brk/B Us Equity (4.8%). View all PSQGX holdings, sector breakdown, or dividend history.
PSQGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PSQGX alternatives are available via the screener, along with tax-loss harvesting opportunities.