PWDCX Mutual Fund
PWDCX Mutual Fund
DF Tactical Dividend Fund Class C
PWDCX Mutual Fund Overview
PWDCX Mutual Fund (DF Tactical Dividend Fund Class C) is managed by Donoghue Forlines LLC with $3.7M in net assets. PWDCX expense ratio is 2.63%, holding 52 positions across sectors including Financials, Health Care, Energy. Inception date: 2014-11-25.
PWDCX performance shows a YTD return of 10.37%. The 1-year return is 21.89% and the 5-year return is 6.26%. PWDCX dividend yield stands at 1.00%, paid quarterly.
PWDCX 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 PWDCX holdings, sector breakdown, or dividend history.
PWDCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PWDCX alternatives are available via the screener, along with tax-loss harvesting opportunities.