QWVOX Mutual Fund
QWVOX Mutual Fund
NAV$23.83
AUM$526M
TER1.35%
Holdings981
See how much of QWVOX you already own
QWVOX Mutual Fund
NAV$23.83
Clearwater Select Equity Fund
AUM$526M
TER1.35%
Holdings981
See how much of QWVOX you already own
QWVOX Mutual Fund Overlap Analysis
QWVOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
QWVOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 981 holdings, QWVOX may share significant positions with broad-market funds.
QWVOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. QWVOX tax-loss harvesting finds highly correlated but non-identical funds.