BWDIX Mutual Fund
BWDIX Mutual Fund
BWDIX Mutual Fund
Boyd Watterson Limited Duration Enhanced Income Fund Class I
BWDIX Mutual Fund Overview
BWDIX Mutual Fund (Boyd Watterson Limited Duration Enhanced Income Fund Class I) is managed by Boyd Watterson Funds with $103.9M in net assets. BWDIX expense ratio is 0.60%, holding 168 positions across sectors including Financials, Energy, Industrials. Inception date: 2017-04-13.
BWDIX performance shows a YTD return of 2.34%. The 1-year return is 4.49% and the 5-year return is 4.07%. BWDIX dividend yield stands at 5.65%, paid quarterly.
BWDIX top holdings include United States Treasury Note/Bond 4.25% 08/15/2035 (5.3%), United States Treasury 3.50% 02-15-2033 (4.1%), Exeter Automobile Receivables Trust 2021-4 4.02 01/17/2028 (1.7%), Fiaot 2023-1A D (1.5%), Morgan Stanley (Usd) Variable Rate, Callable 5.424% Jul 21, 2034 (1.4%). Go to all BWDIX holdings, BWDIX sectors, or BWDIX dividends.
BWDIX can be compared against other funds. Use BWDIX overlap to find shared positions, or BWDIX vs another fund for a side-by-side view. BWDIX alternatives are available via the screener, along with tax-loss harvesting opportunities.