Loading fund…
Loading fund…
| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▼ −2.2% | ▼ −2.6% | ▲ +6.4% | — | — | — | — | ▲ +2.5% |
| Peer average | ▼ −0.9% | ▼ −2.0% | ▲ +1.9% | ▲ +7.2% | ▲ +5.5% | ▲ +83.7% | ▲ +58.7% | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
BWQG primarily invests in US large-cap companies that the fund adviser believes combine high-quality business characteristics with above-average long-term growth potential. The fund may also invest in mid- and small-cap companies. Using a bottom-up fundamental approach, the portfolio emphasizes companies with strong financial health, durable competitive advantages, and robust cash flow generation. BWQG focuses on businesses operating in industries with favorable long-term growth prospects and maintains a concentrated portfolio of its highest-conviction investment ideas. Holdings may be adjusted as company fundamentals, valuations, or investment opportunities evolve.
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
Verified payout history is unavailable.
Estimated annual expense excludes trading costs and assumes constant assets. Fee waivers and fund costs can change.
Historical risk measures describe past behavior and do not predict future returns.
Hear the strategy from the people behind BWQG.