QTSRX yields 7.08% · DVY yields 3.50%● Live data
📍 QTSRX pulled ahead of the other in Year 1
Combined, QTSRX + DVY cover 0 of 12 months — good coverage
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What's the optimal mix of QTSRX + DVY for your $10,000?
The investment seeks long-term after-tax capital appreciation. The fund pursues a momentum investment style by investing primarily in equity or equity-related securities of small-cap companies traded on a principal U.S. exchange or over-the-counter market that the Adviser determines to have positive momentum. Under normal market circumstances, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in small-cap U.S. companies. The fund invests significantly in common stocks.
Full QTSRX Calculator →The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.
Full DVY Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.