Power Dividend Index Fund Quote
| PWDCX Fund | USD 9.65 0.04 0.42% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Power Dividend is trading at 9.65 as of the 18th of January 2025; that is 0.42 percent increase since the beginning of the trading day. The fund's open price was 9.61. Power Dividend has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
The funds investment adviser seeks to achieve its investment objectives by seeking to track the FCF Risk Managed Sector Neutral Dividend Index that provides a formulaic methodology for allocating investment between securities of issuers who demonstrate higher free cash flow and dividend yield and short-term treasuries. More on Power Dividend Index
Moving together with Power Mutual Fund
Power Mutual Fund Highlights
| Fund Concentration | Donoghue Forlines LLC Funds, Large Funds, Tactical Allocation Funds, Tactical Allocation, Donoghue Forlines LLC (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of October 2022 |
| Fiscal Year End | June |
Power Dividend Index [PWDCX] is traded in USA and was established 18th of January 2025. Power Dividend is listed under Donoghue Forlines LLC category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Donoghue Forlines LLC family. This fund at this time has accumulated 30.24 M in assets with no minimum investment requirementsPower Dividend Index is currently producing year-to-date (YTD) return of 0.55% with the current yeild of 0.01%, while the total return for the last 3 years was -0.77%.
Check Power Dividend Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Power Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Power Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Power Dividend Index Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Power Dividend Index Mutual Fund Constituents
| PM | Philip Morris International | Stock | Consumer Staples | |
| OKE | ONEOK Inc | Stock | Energy | |
| TAP | Molson Coors Brewing | Stock | Consumer Staples | |
| HP | Helmerich and Payne | Stock | Energy | |
| WU | Western Union Co | Stock | Financials | |
| MET | MetLife | Stock | Financials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| ENR | Energizer Holdings | Stock | Consumer Staples |
Power Dividend Index Risk Profiles
| Mean Deviation | 0.5975 | |||
| Semi Deviation | 0.6538 | |||
| Standard Deviation | 0.8056 | |||
| Variance | 0.6489 |
Power Dividend Against Markets
Other Information on Investing in Power Mutual Fund
Power Dividend financial ratios help investors to determine whether Power Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Power with respect to the benefits of owning Power Dividend security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |