PWDAX Mutual Fund

PWDAX Mutual Fund (DF Tactical Dividend Fund Class A) is managed by Donoghue Forlines LLC with $6.5M in net assets. PWDAX expense ratio is 1.88%, holding 52 positions across sectors including Financials, Health Care, Energy. Inception date: 2013-11-07.

PWDAX performance shows a YTD return of 17.89%. The 1-year return is 27.17% and the 5-year return is 8.29%. PWDAX dividend yield stands at 1.61%, paid quarterly.

PWDAX top holdings include Eog Resources Inc (2.1%), Chevron Corp (2.1%), Phillips 66 (2.1%), AT&T Inc. (2.1%), Ares Management Corp A (2.1%). 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.