QWVPX Mutual Fund
QWVPX Mutual Fund
QWVPX Mutual Fund
Clearwater Core Equity Fund
QWVPX Mutual Fund Overview
QWVPX Mutual Fund (Clearwater Core Equity Fund) is managed by Clear Water International with $1.58B in net assets. QWVPX expense ratio is 0.90%, holding 695 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1987-06-19.
QWVPX performance shows a YTD return of 10.78%. The 1-year return is 23.97% and the 5-year return is 13.86%. QWVPX dividend yield stands at 0.90%, paid annually.
QWVPX top holdings include Nvidia Corp (4.5%), Apple Inc (4.0%), Microsoft Corp 4.100 Feb 06 37 (2.7%), 'alphabet Inc., Class 'a'' (2.5%), Amazon.Com Inc (1.9%). View all QWVPX holdings, sector breakdown, or dividend history.
QWVPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. QWVPX alternatives are available via the screener, along with tax-loss harvesting opportunities.