PWRAX Mutual Fund

PWRAX Mutual Fund (DF Tactical Income Fund Class A) is managed by Donoghue Forlines LLC with $2.0M in net assets. PWRAX expense ratio is 2.00%, holding 6 positions across sectors including Financials. Inception date: 2010-09-14.

PWRAX performance shows a YTD return of 0.44%. The 1-year return is 1.88% and the 5-year return is 0.92%. PWRAX dividend yield stands at 3.57%, paid quarterly.

PWRAX top holdings include Bblx 5Y Ust Etf (32.9%), Spdr Port Shrt Trm Trsry (Nyse Arca) (28.1%), Spdr Bloomberg 1-3 Month T-Bill Etf (28.0%), Donoghue Forlines Dividend I (9.9%), Fidelity Inv Mmkt Govt-I 12/31/2031 (1.1%). Go to all PWRAX holdings, PWRAX sectors, or PWRAX dividends.

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