PWRIX Mutual Fund
PWRIX Mutual Fund
PWRIX Mutual Fund
DF Tactical Income Fund Class I
PWRIX Mutual Fund Overview
PWRIX Mutual Fund (DF Tactical Income Fund Class I) is managed by Donoghue Forlines LLC with $64.5M in net assets. PWRIX expense ratio is 1.75%, holding 6 positions across sectors including Financials. Inception date: 2010-09-14.
PWRIX performance shows a YTD return of 0.52%. The 1-year return is 2.14% and the 5-year return is 1.19%. PWRIX dividend yield stands at 3.83%, paid quarterly.
PWRIX top holdings include SPDR Portfolio High Yield Bond (29.3%), Bblx 5Y Ust Etf (29.0%), Spdr Blackstone / Gso Senior Loan ETF (14.7%), Invesco Senior Loan ETF (14.5%), Donoghue Forlines Dividend I (10.5%). Go to all PWRIX holdings, PWRIX sectors, or PWRIX dividends.
PWRIX can be compared against other funds. Use PWRIX overlap to find shared positions, or PWRIX vs another fund for a side-by-side view. PWRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.