PWRCX Mutual Fund
PWRCX Mutual Fund
PWRCX Mutual Fund
DF Tactical Income Fund Class C
PWRCX Mutual Fund Overview
PWRCX Mutual Fund (DF Tactical Income Fund Class C) is managed by Donoghue Forlines LLC with $499,498.06 in net assets. PWRCX expense ratio is 2.75%, holding 8 positions across sectors including Financials. Inception date: 2014-11-25.
PWRCX performance shows a YTD return of -0.71%. The 1-year return is -0.15% and the 5-year return is 0.32%. PWRCX dividend yield stands at 3.11%, paid quarterly.
PWRCX 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 PWRCX holdings, PWRCX sectors, or PWRCX dividends.
PWRCX can be compared against other funds. Use PWRCX overlap to find shared positions, or PWRCX vs another fund for a side-by-side view. PWRCX alternatives are available via the screener, along with tax-loss harvesting opportunities.