Clearwater Core Equity FundQWVPX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.4B
Expense ratio
0.90%
1-year return
+20.1%
3 years, a year
+19.7%
5 years, a year
+12.4%
Holdings
695
What it aims to do.
The Fund seeks long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp. | 4.55% |
| AAPL Apple Inc. | 3.95% |
| MSFT Microsoft Corp. | 2.68% |
| NVDA NVIDIA Corp. | 2.54% |
| GOOGL Alphabet Inc. | 2.49% |
| AAPL Apple Inc. | 2.01% |
| AMZN Amazon.com, Inc. | 1.91% |
| AVGO Broadcom Inc | 1.56% |
| META Meta Platforms Inc | 1.43% |
| MSFT Microsoft Corp. | 1.35% |
More on QWVPX.
- QWVPX overview
- QWVPX holdings
- QWVPX risk
- QWVPX costs
- QWVPX money in and out
- QWVPX share classes
- Compare QWVPX 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.