WQDGX Mutual Fund

WQDGX Mutual Fund

NAV$9.65

Fund Essentials

Net Assets
$17,932.68
Expense Ratio
1.24%
Dividend Yield (Current)
3.11%
Holdings
39
Inception Date
Jul 28, 2023
Fund Family
Natixis Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD-1.55%
1 Year+0.94%

Asset Allocation

Stocks: 93.97%
Cash: 6.03%

Top Holdings

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Dividend Summary

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Dividend Yield (Current)
3.11%
Frequency
Quarterly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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WQDGX Mutual Fund Overview

WQDGX Mutual Fund (WCM Quality Dividend Growth Fund Class Investor) is managed by Natixis Funds with $17,932.68 in net assets. WQDGX expense ratio is 1.24%, holding 39 positions across various sectors. Inception date: 2023-07-28.

WQDGX performance shows a YTD return of -1.55%. The 1-year return is 0.94%. WQDGX dividend yield stands at 3.11%, paid quarterly.

WQDGX top holdings include a diversified portfolio. Go to all WQDGX holdings, WQDGX sectors, or WQDGX dividends.

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