PWRAX Mutual Fund
PWRAX Mutual Fund
PWRAX Mutual Fund
DF Tactical Income Fund Class A
PWRAX Mutual Fund Overview
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 3.54%, paid quarterly.
PWRAX top holdings include Spdr Ser Tr Portfli High Yld (29.3%), Bblx 5Y Ust Etf (29.0%), Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (14.7%), Invesco Senior Loan ETF (14.5%), Donoghue Forlines Dividend I (10.5%). 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.