PWDIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Donoghue Forlines Dividend I (PWDIX) Ownership - Who owns Donoghue Forlines Dividend I?

The investment seeks total return from dividend income and capital appreciation; capital preservation is a secondary objective of the fund... Show more

Category: #Trading

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Alternative Funds

Fundamentals

PWDIX

Net Assets

63.1M

Fund Existence

over 11 years

Turnover

285.00

Total Expense Ratio

2.01

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

10000

Min. Initial Investment IRA

N/A

Morningstar Category

Tactical Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

2.02

Assets in Top Ten Holdings

5.68M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

53.8M

Fund Type

OpenEnd

Index Fund

Yes

Management Fee

1.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

52.00

Number of Net Holdings

52.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

21.56%

Gain YTD

-2.743

Annual Yield % from dividends

1.92

Returns for 1 year

3.72

Returns for 3 years

1.97

Returns for 5 years

53.02

Returns for 10 years

-5.16

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Category Trading

Profile

Fundamentals

Details