QRVLX : Queens Road Value Fund

QRVLX is a US Stocks Market Large Value with MODERATE fees.

QRVLX

Queens Road Value Fund

FI Score

29 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

29% FI Score
  • qrvlx
  • Mutual Fund
  • US Stocks
  • Large Value

Queens Road Value Fund

Expenses: 0.95% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. The fund seeks to achieve its investment objective by investing primarily in the equity securities (common stocks, preferred stocks and convertible securities) of U.S. companies. Investments will be made based on their potential for capital growth without limitation on issuer capitalization.

Largest Holdings

Amount Holding
5.35% Anthem Inc
4.76% Cisco Systems Inc
4.54% Intel Corp
4.51% Eaton Corp PLC
4.42% American Express Co
4.24% Clorox Co
3.90% Oracle Corp
3.43% Merck & Co Inc
3.41% General Dynamics Corp
3.35% American Electric Power Co Inc
3.26% Pfizer Inc
3.16% The Walt Disney Co
2.98% Ameriprise Financial Inc
2.81% Danaher Corp
2.72% Trane Technologies PLC
2.68% Unilever PLC ADR
2.63% Berkshire Hathaway Inc A
2.61% JPMorgan Chase & Co
2.49% T. Rowe Price Group Inc
2.25% McDonald's Corp
2.16% Duke Energy Corp
2.01% Utd Tech
1.89% State Street Corporation
1.73% Verizon Communications Inc
1.68% Prudential Financial Inc

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