PWDIX Mutual Fund

PWDIX Mutual Fund (DF Tactical Dividend Fund Class I) is managed by Donoghue Forlines LLC with $75.7M in net assets. PWDIX expense ratio is 1.58%, holding 52 positions across sectors including Financials, Health Care, Energy. Inception date: 2013-11-07.

PWDIX performance shows a YTD return of 18.00%. The 1-year return is 27.52% and the 5-year return is 8.58%. PWDIX dividend yield stands at 1.82%, paid quarterly.

PWDIX 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 PWDIX holdings, PWDIX sectors, or PWDIX dividends.

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