PWDAX DF Tactical Dividend Fund A Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Caterpillar (NYSE:CAT), Merck & Co (NYSE:MRK), American Express Company (NYSE:AXP), Cigna Group (The) (NYSE:CI), Discover Financial Services (null:DFS), Synchrony Financial (NYSE:SYF).

The investment seeks total return from dividend income and capital appreciation; capital preservation is a secondary objective of the fund. The fund’s investment adviser seeks to achieve its investment objectives by seeking to track the DF Risk-Managed Dividend Index that provides a formulaic methodology for allocating investment between securities of issuers who demonstrate positive free cash flow and higher dividend yield and short-term treasuries. The methodology of the index is designed to convey the benefits of positive free cash flow and dividend yield, sector diversification and equal weighting.

The average market capitalization across the DF Tactical Dividend Fund A MF is 137.22B. The market cap for tickers in the group ranges from 9.5B to 375.29B. CAT holds the highest valuation in this group at 375.29B. The lowest valued company is ALSN at 9.5B.

The average weekly volume growth across all stocks in the DF Tactical Dividend Fund A MF was 18%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was -38%