QRVLX Mutual Fund (FPA Queens Road Value Fund) is managed by FPA Investors First with $57.6M in net assets. QRVLX expense ratio is 0.74%, holding 30 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2002-06-13.

QRVLX performance shows a YTD return of 11.18%. The 1-year return is 11.60% and the 5-year return is 9.82%. QRVLX dividend yield stands at 2.53%, paid annually.

QRVLX top holdings include American Express Co. (8.1%), Oracle Corp - Common (7.1%), Trane Technologies Plc - Common (7.1%), morgan stanley institutional liquidity fund - treasury portfolio (6.5%), Eaton Corp Plc Sedol B8kqn82 (6.3%). View all QRVLX holdings, sector breakdown, or dividend history.

QRVLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. QRVLX alternatives are available via the screener, along with tax-loss harvesting opportunities.