PWDIX Mutual Fund (DF Tactical Dividend Fund Class I) is managed by Donoghue Forlines LLC with $69.9M in net assets. PWDIX expense ratio is 1.58%, holding 52 positions across sectors including Financials, Health Care, Energy. Inception date: 2013-11-07.

PWDIX performance shows a YTD return of 10.85%. The 1-year return is 23.12% and the 5-year return is 7.34%. PWDIX dividend yield stands at 1.94%, paid quarterly.

PWDIX 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 PWDIX holdings, sector breakdown, or dividend history.

PWDIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PWDIX alternatives are available via the screener, along with tax-loss harvesting opportunities.