Quantified Rising Dividend Tactical FundQRDTX
Type
Mutual fund
Peer group
Allocation
Net assets
$13.9M
Expense ratio
1.81%
1-year return
+2.6%
3 years, a year
+9.9%
5 years, a year
+0.1%
Holdings
32
What it aims to do.
The Quantified Rising Dividend Tactical Fund (the ?Fund?) seeks total return consistent with a moderate tolerance for risk.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Vanguard Specialized Funds | 21.89% |
| Vanguard Whitehall Funds | 17.59% |
| Invesco Exchange Traded Fund Trust II | 17.44% |
| Invesco Exchange-Traded Fund Trust | 17.38% |
| Invesco QQQ Trust, Series 1 | 12.78% |
| Fidelity Colchester Street Trust | 5.79% |
| First American Funds Inc. | 5.79% |
| N/A | 1.63% |
| N/A | 0.46% |
| N/A | 0.12% |
More on QRDTX.
- QRDTX overview
- QRDTX holdings
- QRDTX risk
- QRDTX costs
- QRDTX money in and out
- QRDTX share classes
- Compare QRDTX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.