Boyd Watterson Limited Fund Quote
| BWDTX Fund | USD 9.98 0.01 0.10% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Boyd Watterson is trading at 9.98 as of the 22nd of December 2024; that is 0.10 percent up since the beginning of the trading day. The fund's open price was 9.97. Boyd Watterson 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 25th of June 2024 and ending today, the 22nd of December 2024. 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
Boyd Mutual Fund Highlights
| Fund Concentration | Boyd Watterson Funds, Large Funds, Multisector Bond Funds, Multisector Bond, Boyd Watterson, Large, Multisector Bond (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Boyd Watterson Limited [BWDTX] is traded in USA and was established 22nd of December 2024. 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 6.83% with the current yeild of 0.0%, while the total return for the last 3 years was 4.46%.
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 | 0.0661 | |||
| Semi Deviation | 0.0668 | |||
| Standard Deviation | 0.0988 | |||
| Variance | 0.0098 |
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.
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