QRVLX Mutual Fund (FPA Queens Road Value Fund) is managed by FPA Investors First with $51.9M in net assets. QRVLX expense ratio is 0.74%, holding 31 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2002-06-13.

QRVLX performance shows a YTD return of 2.24%. The 1-year return is 6.58% and the 5-year return is 10.86%. QRVLX dividend yield stands at 2.75%, paid annually.

QRVLX top holdings include Oracle Corp - Common (8.4%), Trane Technologies Plc - Common (8.4%), morgan stanley institutional liquidity fund - treasury portfolio (7.8%), Eaton Corp Plc Sedol B8kqn82 (6.8%), American Express Co. (6.6%). 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.