PWDCX Mutual Fund

PWDCX Mutual Fund (DF Tactical Dividend Fund Class C) is managed by Donoghue Forlines LLC with $3.5M in net assets. PWDCX expense ratio is 2.63%, holding 50 positions across sectors including Financials, Energy, Health Care. Inception date: 2014-11-25.

PWDCX performance shows a YTD return of 9.50%. The 1-year return is 12.54% and the 5-year return is 7.39%. PWDCX dividend yield stands at 1.01%, paid quarterly.

PWDCX 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 PWDCX holdings, PWDCX sectors, or PWDCX dividends.

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