BWDIX : Boyd Watterson Limited Duration Enhanced Income Fund Class I

BWDIX is a Bond Market Total US Bond Market with MODERATE fees.

BWDIX

Boyd Watterson Limited Duration Enhanced Income Fund Class I

FI Score

50 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

3 /10

Category Score

10 /10

Market Size

3 /10

50% FI Score
  • bwdix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Boyd Watterson Limited Duration Enhanced Income Fund Class I

Expenses: 0.59% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks income generation as a principal objective and capital preservation and total return as secondary objectives. The fund invests a majority of its assets in investments in domestic, and U.S. dollar denominated foreign, income-producing securities. These securities are (i) below investment-grade (also known as "junk" bonds) and investment grade fixed income securities, asset-backed securities, hybrid corporate securities, bank loans, and U.S. government securities, and (ii) equity securities. It may make these investments directly or, from time to time, indirectly through ETFs, which include inverse ETFs, and through closed end funds.

Largest Holdings

Amount Holding
2.43% Flagship Credit Auto Trst 6.44%
1.68% ATS Automation Tooling Systems Inc. 6.5%
1.66% CREDIT ACCEPTANCE AUTO LOAN TRUST 3.75%
1.63% Westar Medical Office Building LP 3.41%
1.54% Firstcash inc 5.38%
1.48% HAT Holdings I LLC and HAT Holdings II LLC 5.25%
1.42% Masonite International Corporation 5.75%
1.40% Mueller Water Products, Inc. 5.5%
1.38% Verisign, Inc. 5.25%
1.38% BWX Technologies Inc 5.38%
1.36% Tempur Sealy International Inc 5.5%
1.33% Brown & Brown Inc 4.2%
1.30% Qwest Corporation 6.75%
1.30% Louisiana Pacific Corporation 4.88%
1.29% Hess Midstream Operations LP 5.62%
1.29% Blue Cube Spinco Inc 9.75%
1.29% Parkland Corporation 6%
1.26% Ashtead Capital Incorporated 4.12%
1.25% Trimas Corporation 4.88%
1.24% WESTLAKE AUTOMOBILE RECEIVABLES TR 2019-1 4.49%
1.24% Mastec, Inc. 4.88%
1.21% OPEN TEXT ADJ% 05/30/2025
1.21% CHARTER COMMUNICATIONS ADJ% 02/01/2027
1.20% Allison Transmission Inc. 5%
1.20% Tanger Properties Limited Partnership 3.88%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo