PWDAX Mutual Fund
PWDAX Mutual Fund
DF Tactical Dividend Fund Class A
PWDAX Mutual Fund Overview
PWDAX Mutual Fund (DF Tactical Dividend Fund Class A) is managed by Donoghue Forlines LLC with $6.4M in net assets. PWDAX expense ratio is 1.88%, holding 52 positions across sectors including Financials, Health Care, Energy. Inception date: 2013-11-07.
PWDAX performance shows a YTD return of 10.79%. The 1-year return is 22.80% and the 5-year return is 7.08%. PWDAX dividend yield stands at 1.69%, paid quarterly.
PWDAX top holdings include Eog Resources Inc. Com (2.1%), CHEVRON CORP (2.1%), Phillips 66 (2.1%), AT&T Inc. (2.1%), Ares Management Corp Preferred Stock 7 (2.1%). View all PWDAX holdings, sector breakdown, or dividend history.
PWDAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PWDAX alternatives are available via the screener, along with tax-loss harvesting opportunities.