Company profile
Latest filings (excl ownership)
N-CSRS
Certified semi-annual shareholder report (management investment company)
25 Aug 22
N-PX
Annual report of proxy voting record
25 Aug 22
N-CEN
Annual report (registered investment company)
11 Mar 22
N-CSR
Certified annual shareholder report (management investment company)
4 Mar 22
DEF 14C
Information statement
21 Jan 22
DEF 14C
Information statement
10 Dec 21
CORRESP
Correspondence with SEC
9 Sep 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
26 Aug 21
N-PX
Annual report of proxy voting record
25 Aug 21
CORRESP
Correspondence with SEC
6 Aug 21
Latest ownership filings
NPORT-P
Clearwater Select Equity Fund (Sep 2022 report)
22 Nov 22
NPORT-P
Clearwater Tax-Exempt Bond Fund (Sep 2022 report)
22 Nov 22
NPORT-P
Clearwater Core Equity Fund (Sep 2022 report)
22 Nov 22
NPORT-P
Clearwater International Fund (Sep 2022 report)
22 Nov 22
NPORT-P
Clearwater Select Equity Fund (Jun 2022 report)
24 Aug 22
NPORT-P
Clearwater Tax-Exempt Bond Fund (Jun 2022 report)
24 Aug 22
NPORT-P
Clearwater Core Equity Fund (Jun 2022 report)
24 Aug 22
NPORT-P
Clearwater International Fund (Jun 2022 report)
24 Aug 22
NPORT-P
Clearwater Tax-Exempt Bond Fund (Mar 2022 report)
25 May 22
NPORT-P
Clearwater Select Equity Fund (Mar 2022 report)
25 May 22
Funds
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Clearwater Core Equity Fund | QWVPX | 8.85 | -3.97 | -9.08 | 599.88 mm | 839 | Sep 2022 |
| Clearwater International Fund | QCVAX | 6.39 | -5.54 | -10.15 | 784.47 mm | 1,089 | Sep 2022 |
| Clearwater Select Equity Fund | QWVOX | 9.15 | -4.04 | -9.71 | 345.05 mm | 833 | Sep 2022 |
| Clearwater Tax-Exempt Bond Fund | QWVQX | 2.84 | -1.70 | -3.65 | 600.59 mm | 679 | Sep 2022 |