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, Unknown, Financials. 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.