QWVOX Mutual Fund

QWVOX Mutual Fund (Clearwater Select Equity Fund) is managed by Clear Water International with $516.2M in net assets. QWVOX expense ratio is 1.35%, holding 981 positions across sectors including Health Care, Industrials, Financials. Inception date: 1989-02-01.

QWVOX performance shows a YTD return of 14.10%. The 1-year return is 22.25% and the 5-year return is 3.67%. QWVOX dividend yield stands at 0.78%, paid annually.

QWVOX top holdings include Gildan Activewear, Inc. (1.6%), White Mountains Insurance Group, Ltd Common Stock (1.5%), Northern Inst Fds Govt Select Pt (1.2%), Wsfs Financial Corp Common Stock (1.2%), Valvoline Inc (1.2%). Go to all QWVOX holdings, QWVOX sectors, or QWVOX dividends.

QWVOX can be compared against other funds. Use QWVOX overlap to find shared positions, or QWVOX vs another fund for a side-by-side view. QWVOX alternatives are available via the screener, along with tax-loss harvesting opportunities.