Boyd Watterson Limited Duration Enhanced Income FundBWDAX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$562.5M
Expense ratio
—
1-year return
+9.3%
3 years, a year
+2.4%
5 years, a year
—
Holdings
163
What it aims to do.
The Boyd Watterson Limited Duration Enhanced Income Fund (the Fund) seeks: (i) income generation as a principal objective; and
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States Treasury Notes | 4.90% |
| United States Treasury Notes | 4.07% |
| Exeter Atmobile Rec Tr 2021-4 | 1.88% |
| First Investors Auto Owner Trust 20 | 1.55% |
| Morgan Stanley | 1.45% |
| COF Capital One Financial Corp. | 1.42% |
| Neuberger Berman Clo XVII Ltd. | 1.35% |
| Sandstone Peak Ltd. | 1.20% |
| MTZ Mastec, Inc. | 1.14% |
| Octagon Investment Partners XXI Ltd. | 1.11% |
More on BWDAX.
- BWDAX overview
- BWDAX holdings
- BWDAX risk
- BWDAX costs
- BWDAX money in and out
- BWDAX share classes
- Compare BWDAX with other funds
Returns after fees, from the fund's SEC filings up to Dec 2023. Past returns are not a promise. Not financial advice.