Boyd Watterson Limited Fund Quote
| BWDIX Fund | USD 9.73 0.01 0.10% |
PerformanceExcellent
| Odds Of DistressLow
|
Boyd Watterson is trading at 9.73 as of the 20th of July 2025; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 9.72. Boyd Watterson has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a excellent performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund invests a majority of its assets in investments in domestic, and U.S. dollar denominated foreign, income-producing securities. These securities are below investment-grade and investment grade fixed income securities, asset-backed securities, hybrid corporate securities that combine equity and debt characteristics such as preferred stocks, bank loans, and U.S. More on Boyd Watterson Limited
Moving together with Boyd Mutual Fund
| 1.0 | BWDTX | Boyd Watterson | PairCorr |
| 0.91 | PONAX | Pimco Income | PairCorr |
| 0.9 | PONCX | Pimco Income | PairCorr |
| 0.91 | PIPNX | Pimco Income | PairCorr |
| 0.9 | PONRX | Pimco Income | PairCorr |
Moving against Boyd Mutual Fund
Boyd Mutual Fund Highlights
| Fund Concentration | Boyd Watterson Funds, Large Funds, Multisector Bond Funds, Multisector Bond, Boyd Watterson (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Boyd Watterson Limited [BWDIX] is traded in USA and was established 20th of July 2025. Boyd Watterson is listed under Boyd Watterson category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Boyd Watterson family. This fund currently has accumulated 379.39 M in assets under management (AUM) with no minimum investment requirementsBoyd Watterson is currently producing year-to-date (YTD) return of 3.38% with the current yeild of 0.0%, while the total return for the last 3 years was 7.45%.
Check Boyd Watterson 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 Boyd 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 Boyd 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 Boyd Watterson Limited 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 Boyd Watterson Limited Mutual Fund Constituents
| EMB | iShares JP Morgan | Etf | Emerging Markets Bond | |
| FGXXX | First American Funds | Money Market Fund | US Money Market Fund | |
| SRLN | SPDR Blackstone Senior | Etf | Bank Loan | |
| FTSL | First Trust Senior | Etf | Bank Loan |
Boyd Watterson Risk Profiles
| Mean Deviation | 0.0624 | |||
| Standard Deviation | 0.073 | |||
| Variance | 0.0053 | |||
| Risk Adjusted Performance | 0.4279 |
Boyd Watterson Against Markets
Other Information on Investing in Boyd Mutual Fund
Boyd Watterson financial ratios help investors to determine whether Boyd 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 Boyd with respect to the benefits of owning Boyd Watterson security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Stocks Directory Find actively traded stocks across global markets | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |