DF Tactical Dividend FundPWDIX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$75.7M
Expense ratio
1.58%
1-year return
+21.1%
3 years, a year
+14.0%
5 years, a year
+7.6%
Holdings
52
What it aims to do.
The DF Tactical Dividend Funds (the Fund) primary investment objective is total return from dividend income and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| EOG EOG Resources Inc. | 2.14% |
| CVX Chevron Corp. | 2.12% |
| PSX Phillips 66 | 2.11% |
| SBC AT&T Inc | 2.10% |
| ARES Ares Management Corporation | 2.07% |
| OKE Oneok Inc. | 2.07% |
| HPQ HP Inc | 2.04% |
| FITB Fifth Third Bancorp | 2.02% |
| PRU Prudential Financial, Inc. | 2.02% |
| PFE Pfizer Inc. | 2.02% |
More on PWDIX.
- PWDIX overview
- PWDIX holdings
- PWDIX risk
- PWDIX costs
- PWDIX money in and out
- PWDIX share classes
- Compare PWDIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.