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 $1.64B in net assets. QWVPX expense ratio is 0.90%, holding 695 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1987-06-19.
QWVPX performance shows a YTD return of 10.66%. The 1-year return is 21.27% and the 5-year return is 13.40%. QWVPX dividend yield stands at 0.90%, paid annually.
QWVPX top holdings include Nvidia Corp. (4.5%), Apple, Inc (3.9%), Alphabet Inc.Class A (2.7%), Microsoft Corp 4.100 Feb 06 37 (2.3%), Amazon.Com Inc (2.1%). Go to all QWVPX holdings, QWVPX sectors, or QWVPX dividends.
QWVPX can be compared against other funds. Use QWVPX overlap to find shared positions, or QWVPX vs another fund for a side-by-side view. QWVPX alternatives are available via the screener, along with tax-loss harvesting opportunities.