The annual fee that you pay to the fund company for managing your investment. The lower the expense ratio, the better. This is not an investment recommendation.

Dividends

8.91%Dividend Yield

Dec 2025

$2.50

Jan 2025

$2.75

Jan 2024

$1.66

Jan 2023

$0.11

10Y Growth

N/A

5Y Growth

N/A

3Y Growth

179.44%

1Y Growth

-8.84%

Competitors

This list is an analysis based on recent market events. It's not an investment recommendation.

Vanguard Small-Cap Index Fund Admiral Shares

VSMAX

Mkt Cap0

Vanguard Small-Cap Index Fund Admiral Shares offers diversified exposure to small-cap U.S. equities, competing directly with QVOY's small-cap rotation strategy.

iShares Russell 2000 Index Fund

IWM

Mkt Cap0

iShares Russell 2000 ETF tracks the Russell 2000 index, which includes small-cap U.S. stocks, directly competing with QVOY's investment focus.

Vanguard Morningstar Small-Cap

Mkt Cap0

Vanguard Small-Cap ETF seeks to track the performance of the CRSP US Small Cap Index, closely aligning with QVOY's small-cap investment strategy.

Schwab U.S. Small-Cap

SCHA

Mkt Cap0

Schwab U.S. Small-Cap ETF is designed to track the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index, competing in the same market segment as QVOY.

iShares Core S&P Small-Cap

IJR

Mkt Cap0

iShares Core S&P Small-Cap ETF tracks the investment results of the S&P SmallCap 600, which competes with QVOY's target investment size.

Vanguard Russell 2000 Index

VTWO

Mkt Cap0

Vanguard Russell 2000 ETF tracks the Russell 2000 Index, providing direct competition to QVOY's small-cap focused strategy.

Direxion Small Cap Bull 3X

TNA

Mkt Cap0

Invesco S&P SmallCap 600 Revenue

RWJ

Mkt Cap0

Invesco S&P SmallCap 600 Revenue ETF offers an alternative by weighting stocks in the S&P 600 by revenue, competing with QVOY's approach to small-cap investing.

First Trust Small Cap Core AlphaDEX Fund

FYX

Mkt Cap0

First Trust Small Cap Core AlphaDEX Fund uses the AlphaDEX selection methodology to select small-cap stocks, providing a strategic alternative to QVOY's rotation strategy.

Holdings

Regions

Sectors

About

Under typical market conditions, this fund chiefly allocates its capital to shares of diverse investment vehicles, including exchange-traded funds (ETFs), open-end mutual funds, and closed-end funds. These investments are strategically distributed across four key areas: core equity, active equity, fixed income, and alternative assets. Via these underlying holdings, the fund aims to indirectly gain exposure to equity securities across all market capitalization sizes and to debt instruments spanning the entire range of credit qualities.

CEO

Country

United States

ISIN

US90386K6394

Listings

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FAQs

What is Q3 Active Rotation stock price today?▼

The current price of QVOY is $28.09 USD — it has decreased by -1.23% in the past 24 hours. Watch Q3 Active Rotation stock price performance more closely on the chart.

What is Q3 Active Rotation stock ticker?▼

Depending on the exchange, the stock ticker may vary. For instance, on BATS exchange Q3 Active Rotation stocks are traded under the ticker QVOY.

Is Q3 Active Rotation stock price growing?▼

QVOY stock has fallen by -0.74% compared to the previous week, the month change is a -0.25% fall, over the last year Q3 Active Rotation has showed a -3.87% decrease.

Does Q3 Active Rotation pay dividends?▼

Yes, QVOY dividends are paid annual. The last dividend per share was 2.5 . As of today, Dividend Yield (FWD)% is 8.91%.

In which sector is Q3 Active Rotation located?▼

Q3 Active Rotation operates in the Finance & Payments sector.

When did Q3 Active Rotation complete a stock split?▼

Q3 Active Rotation has not had any recent stock splits.

Where is Q3 Active Rotation headquartered?▼

Q3 Active Rotation is headquartered in Birmingham, United States.