BWDTX Mutual Fund
NAV$9.92
AUM$486M
TER0.41%
Holdings163
BWDTX Mutual Fund
NAV$9.92
Boyd Watterson Limited Duration Enhanced Income Fund Class I2
AUM$486M
TER0.41%
Holdings163
X-ray your whole portfolio
$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.
BWDTX Mutual Fund Performance
BWDTX performance across multiple time periods: 1-month 0.40%, YTD 1.98%, 1-year 5.55%, 3-year 6.50%, 5-year 4.27%.
BWDTX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.
BWDTX performance comparison shows side-by-side returns with another fund. BWDTX alternatives are available in the Mutual Fund Screener.