PWRIX Mutual Fund
PWRIX Mutual Fund
PWRIX Mutual Fund
DF Tactical Income Fund Class I
PWRIX Mutual Fund Overview
PWRIX Mutual Fund (DF Tactical Income Fund Class I) is managed by Donoghue Forlines LLC with $64.6M in net assets. PWRIX expense ratio is 1.75%, holding 8 positions across sectors including Financials. Inception date: 2010-09-14.
PWRIX performance shows a YTD return of 0.09%. The 1-year return is 0.87% and the 5-year return is 1.31%. PWRIX dividend yield stands at 4.11%, paid quarterly.
PWRIX 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 PWRIX holdings, PWRIX sectors, or PWRIX dividends.
PWRIX can be compared against other funds. Use PWRIX overlap to find shared positions, or PWRIX vs another fund for a side-by-side view. PWRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.