BWDIX Mutual Fund (Boyd Watterson Limited Duration Enhanced Income Fund Class I) is managed by Boyd Watterson Funds with $104.7M in net assets. BWDIX expense ratio is 0.60%, holding 163 positions across sectors including Other, Financials, Energy. Inception date: 2017-04-13.

BWDIX performance shows a YTD return of 1.92%. The 1-year return is 5.35% and the 5-year return is 4.06%. BWDIX dividend yield stands at 5.67%, paid quarterly.

BWDIX top holdings include Us Treasury N/B 3.5 02/15/2033 (4.9%), Wi Treasury Sec. 08/35 4.25 (4.1%), Exeter Automobile Receivables Trust 2021-4 4.02 01/17/2028 (1.9%), Fiaot 2023-1A D (1.6%), Morgan Stanley (Usd) Variable Rate, Callable 5.424% Jul 21, 2034 (1.4%). View all BWDIX holdings, sector breakdown, or dividend history.

BWDIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BWDIX alternatives are available via the screener, along with tax-loss harvesting opportunities.