PWDCX Mutual Fund

PWDCX Mutual Fund (DF Tactical Dividend Fund Class C) is managed by Donoghue Forlines LLC with $3.4M in net assets. PWDCX expense ratio is 2.63%, holding 50 positions across sectors including Financials, Health Care, Energy. Inception date: 2014-11-25.

PWDCX performance shows a YTD return of 18.56%. The 1-year return is 22.32% and the 5-year return is 7.39%. PWDCX dividend yield stands at 0.94%, paid quarterly.

PWDCX 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 PWDCX holdings, PWDCX sectors, or PWDCX dividends.

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