PWRIX Mutual Fund
PWRIX Mutual Fund
DF Tactical Income Fund Class I
PWRIX Mutual Fund Overview
PWRIX Mutual Fund (DF Tactical Income Fund Class I) is managed by Donoghue Forlines LLC with $70.5M in net assets. PWRIX expense ratio is 1.75%, holding 6 positions across sectors including Unknown, Financials, Other. Inception date: 2010-09-14.
PWRIX performance shows a YTD return of -0.05%. The 1-year return is 1.79% and the 5-year return is 1.08%. PWRIX dividend yield stands at 3.86%, paid quarterly.
PWRIX top holdings include Bblx 5Y Ust Etf (32.9%), Spdr Port Shrt Trm Trsry (Nyse Arca) (28.1%), Balkrishna Inds (28.0%), Donoghue Forlines Dividend I (9.9%), Fidelity Instl Cash Ptf / Govt Cl I (1.1%). View all PWRIX holdings, sector breakdown, or dividend history.
PWRIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PWRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.