PWDIX Mutual Fund
PWDIX Mutual Fund
PWDIX Mutual Fund
DF Tactical Dividend Fund Class I
PWDIX Mutual Fund Overview
PWDIX Mutual Fund (DF Tactical Dividend Fund Class I) is managed by Donoghue Forlines LLC with $73.5M in net assets. PWDIX expense ratio is 1.58%, holding 50 positions across sectors including Financials, Energy, Health Care. Inception date: 2013-11-07.
PWDIX performance shows a YTD return of 10.37%. The 1-year return is 13.73% and the 5-year return is 8.49%. PWDIX dividend yield stands at 2.02%, paid quarterly.
PWDIX 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 PWDIX holdings, PWDIX sectors, or PWDIX dividends.
PWDIX can be compared against other funds. Use PWDIX overlap to find shared positions, or PWDIX vs another fund for a side-by-side view. PWDIX alternatives are available via the screener, along with tax-loss harvesting opportunities.