BWDTX Mutual Fund (Boyd Watterson Limited Duration Enhanced Income Fund Class I2) is managed by Boyd Watterson Funds with $486.4M in net assets. BWDTX expense ratio is 0.41%, holding 163 positions across sectors including Other, Financials, Energy. Inception date: 2016-07-29.

BWDTX performance shows a YTD return of 1.98%. The 1-year return is 5.55% and the 5-year return is 4.27%. BWDTX dividend yield stands at 5.64%, paid quarterly.

BWDTX top holdings include Us T-Note 3.5% 02/15/33 (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 5.42 07/21/2034 (1.4%). View all BWDTX holdings, sector breakdown, or dividend history.

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