SQCBX

About SQCBX

X-Square Balanced Fund, LLC Class C is a balanced mutual fund designed to provide investors with diversified exposure across asset classes. Its principal strategy follows a 60/40 allocation, investing approximately 60% in equities and 40% in fixed-income securities, primarily targeting common stocks and investment-grade bonds. The fund aims to achieve both capital appreciation and income generation, making it suitable for those seeking moderate growth while managing risk. Notably, a portion of the fund’s assets are allocated to sustainability-focused companies; for example, around 6% is invested in "Clean200" companies, reflecting a commitment to environmental responsibility. With total assets exceeding $64 million, the fund plays a meaningful role in providing diversified investment options for individuals and institutions seeking a balanced approach. The structured mix of assets helps to mitigate market volatility while participating in broader market trends, making this fund a representative vehicle for investors pursuing a blend of growth and income within their portfolios.