PWDAX Mutual Fund

PWDAX Mutual Fund (DF Tactical Dividend Fund Class A) is managed by Donoghue Forlines LLC with $6.0M in net assets. PWDAX expense ratio is 1.88%, holding 50 positions across sectors including Financials, Health Care, Energy. Inception date: 2013-11-07.

PWDAX performance shows a YTD return of 19.22%. The 1-year return is 23.29% and the 5-year return is 8.21%. PWDAX dividend yield stands at 1.59%, paid quarterly.

PWDAX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (2.9%), Amcor Plc (2.2%), Bristol-Myers Squibb Co. (2.2%), Phillips 66 (2.2%), Prudential Financial Inc (2.2%). Go to all PWDAX holdings, PWDAX sectors, or PWDAX dividends.

PWDAX can be compared against other funds. Use PWDAX overlap to find shared positions, or PWDAX vs another fund for a side-by-side view. PWDAX alternatives are available via the screener, along with tax-loss harvesting opportunities.