PWDAX Mutual Fund

PWDAX Mutual Fund (DF Tactical Dividend Fund Class A) is managed by Donoghue Forlines LLC with $6.2M in net assets. PWDAX expense ratio is 1.88%, holding 50 positions across sectors including Financials, Energy, Health Care. Inception date: 2013-11-07.

PWDAX performance shows a YTD return of 10.14%. The 1-year return is 13.38% and the 5-year return is 8.21%. PWDAX dividend yield stands at 1.76%, paid quarterly.

PWDAX top holdings include Phillips 66 (2.6%), Paychex, Inc. (2.4%), TARGET CORP (2.4%), HP Inc (2.3%), Bristol-Myers Squibb Co. (2.3%). Go to all PWDAX holdings, PWDAX sectors, or PWDAX dividends.

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