Boyd Watterson Limited Fund Quote
| BWDIX Fund | USD 9.75 0.01 0.10% |
Performance 0High 8 · Moderate | NAV Risk Level HighLow 19 · Below Average |
Boyd Watterson shares are quoted at $9.75, delivering a 0.10% increase on the day after opening at $9.74. Based on structural risk metrics, Boyd Watterson reflects a 19% probability of significant NAV decline over the next few years. Over the last 90 trading days, Boyd Watterson has produced modest risk-adjusted performance, consistent with moderate return metrics. The performance scores window runs from February 11, 2026 to May 12, 2026. Learn more.
Total Asset | Net Asset 576.6 million | Asset Type Mutual Fund | Fund Category Multisector Bond |
Boyd Watterson Limited [BWDIX] is traded in USA. The fund is listed under the Multisector Bond category and is part of the Boyd Watterson family. The entity is thematically classified as Commodities Funds. This fund currently has accumulated $576.6 million in assets under management (AUM) with no minimum investment requirements. Boyd Watterson is currently producing a year-to-date (YTD) return of 1.3%, while the total return for the last 3 years is 7.03%. Boyd Watterson is an operator in the boyd watterson segment where revenue is driven by core operating activity and end-market demand.
Instrument Allocation
Mutual Fund Notable Updates
| Legal Name | Boyd Watterson Limited Duration Enhanced |
| Thematic Idea | Commodities Funds (View all Themes) |
| Fund Concentration | Boyd Watterson Funds, Large Funds, Multisector Bond Funds, Commodities Funds, Multisector Bond, Boyd Watterson, (View all Sectors) |
Boyd Watterson Limited Duration Enhanced NAV Analysis
Above Model Estimate
Today
This estimate for Boyd Watterson is driven by the aggregate performance of its underlying assets across a 3 months time horizon. Market pricing can deviate due to fund flows, liquidity conditions, or benchmark tracking differences.
Sector Allocation
Spreading investments across sectors reduces concentration risk and improves return stability. A broader allocation in Boyd Watterson Mutual Fund reduces concentrated exposure but may also compress returns. The risk-return tradeoff of Boyd Watterson Mutual Fund is shaped by the breadth of its sector diversification. The diversification level of Boyd Watterson Mutual Fund provides context for expected risk-adjusted performance.
For investors seeking sector exposure, Boyd Watterson Limited Mutual Fund offers a low-cost portfolio construction alternative. This approach supports sector diversification without the overhead of custom portfolio construction. Sector concentration is a key dimension of portfolio risk that investors often track against their own tolerance levels. Sector weight awareness reveals the diversification characteristics of funds like Boyd Watterson Limited Mutual Fund.
Common Risk Profiles
| Mean Deviation | 0.0716 | |||
| Standard Deviation | 0.0958 | |||
| Variance | 0.0092 | |||
| Downside Variance | 0.0223 |
Boyd Watterson Limited Against Markets
| NYA | 0.12 | ||||
| BWDIX | 0.10 |
| Competition | Compare Correlations |
Thematic Classifications
Themes linked to Boyd Watterson Limited are useful because they connect a single fund to a larger investable concept that can be researched and optimized as a group. Themes also make it easier to compare substitutes, complements, and diversified extensions of the original idea before capital is allocated.
 | Commodities FundsFunds investing in commodities |
Top Boyd Watterson Limited Mutual Fund Constituents
| EMB | iShares JP Morgan | ETF | |
| FGXXX | First American Funds | Money Market Fund | |
| SRLN | SPDR Blackstone Senior | ETF | |
| FTSL | First Trust Senior | ETF |
Predictive Daily Indicators
For Boyd Watterson, daily indicators reveal whether a price move in the fund's holdings is gaining conviction or fading. For Multisector Bond funds, accumulation and distribution signals track whether capital is flowing into or out of Boyd Watterson's underlying positions. Indicator values are snapshots from the most recent session. They work best as inputs to a repeatable review process. For Boyd Watterson, the practical value is catching momentum shifts in the underlying holdings early enough to adjust allocation.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 9.75 | |||
| Day Typical Price | 9.75 | |||
| Price Action Indicator | 0.005 | |||
| Period Momentum Indicator | 0.01 | |||
| Relative Strength Index | 66.79 |
Forecast Models
A forecast framework for Boyd Watterson starts with observed NAV patterns. Trends and reversals in the fund often precede fundamental news. Over three years, returned 7.0%. The practical edge is understanding when the confidence interval around the fund's NAV forecast is narrow versus wide. Forecast uncertainty tends to increase around fiscal year-end, major economic releases, and fund rebalancing dates. The most informative fund forecast narrows the range of plausible NAV outcomes enough to support a sizing or rebalancing decision.Mutual Fund Overview, Methodology & Data Sources
Liquidity and pricing cadence can influence observed volatility and execution context. Lower trading activity may introduce occasional variability in execution conditions. The five-year return stands at 4.0%.
Methodology
Unless otherwise specified, data for Boyd Watterson Limited is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Boyd Watterson Limited market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: Underlying inputs rely on public fund disclosures, holdings reports, and market data feeds, including disclosures from U.S. Securities and Exchange Commission (SEC) via EDGAR. Values may reflect publication timing differences. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Boyd Watterson Limited may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Editorial review and methodology oversight provided by: Michael Smolkin, Member of Macroaxis Board of Directors