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 $1.9M in net assets. PWRAX expense ratio is 2.00%, holding 8 positions across sectors including Financials. Inception date: 2010-09-14.
PWRAX performance shows a YTD return of -0.05%. The 1-year return is 0.61% and the 5-year return is 1.07%. PWRAX dividend yield stands at 3.84%, paid quarterly.
PWRAX top holdings include Spdr Ser Tr Portfli High Yld (29.9%), Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (15.0%), Invesco Senior Loan ETF (14.9%), SPDR Bloomberg Investment Grade Floating Rate ETF (14.9%), Jpmorgan Ultra-short Income Etf (14.9%). 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.