BWDTX Mutual Fund
BWDTX Mutual Fund
BWDTX Mutual Fund
Boyd Watterson Limited Duration Enhanced Income Fund Class I2
BWDTX Mutual Fund Overview
BWDTX Mutual Fund (Boyd Watterson Limited Duration Enhanced Income Fund Class I2) is managed by Boyd Watterson Funds with $489.8M in net assets. BWDTX expense ratio is 0.41%, holding 163 positions across sectors including Financials, Energy, Industrials. Inception date: 2016-07-29.
BWDTX performance shows a YTD return of 1.98%. The 1-year return is 5.12% and the 5-year return is 4.22%. BWDTX dividend yield stands at 5.64%, paid quarterly.
BWDTX top holdings include United States Treasury 3.50% 02-15-2033 (4.9%), United States Treasury Note/Bond 4.25% 08/15/2035 (4.1%), Exeter Automobile Receivables Trust 2021-4 4.02 01/17/2028 (1.9%), Fiaot 2023-1A D (1.6%), Morgan Stanley (Usd) Variable Rate, Callable 5.424% Jul 21, 2034 Variable Rate, Callable 6.627% Nov 1, 2034 (1.4%). Go to all BWDTX holdings, BWDTX sectors, or BWDTX dividends.
BWDTX can be compared against other funds. Use BWDTX overlap to find shared positions, or BWDTX vs another fund for a side-by-side view. BWDTX alternatives are available via the screener, along with tax-loss harvesting opportunities.