QWVQX Mutual Fund

QWVQX Mutual Fund (Clearwater Tax Exempt Bond Fund) is managed by Clear Water International with $783.5M in net assets. QWVQX expense ratio is 0.71%, holding 812 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2000-01-14.

QWVQX performance shows a YTD return of 1.02%. The 1-year return is 6.06% and the 5-year return is -0.19%. QWVQX dividend yield stands at 4.16%, paid monthly.

QWVQX top holdings include Northern Inst Fds Govt Select Pt (1.5%), Ms Msssfh 5.12 12/01/2045 5.125 2045-12-01 (0.6%), Texas Dept. Of Hou 5.125% 01/01/2054 (0.6%), Tx Txssfh 5.12 07/01/2055 5.125 2055-07-01 (0.6%), Mi Mishsg 2.5 06/01/2052 (0.5%). Go to all QWVQX holdings, QWVQX sectors, or QWVQX dividends.

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