Power Income Fund Quote

PWRIX Fund  USD 9.07  0.01  0.11%   

Performance

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Odds Of Distress

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Power Income is trading at 9.07 as of the 20th of March 2025; that is 0.11 percent increase since the beginning of the trading day. The fund's open price was 9.06. Power Income has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests in income-producing fixed income and alternative strategy exchange-traded funds . Fixed income ETFs may invest in non-investment grade fixed income securities, commonly known as high yield or junk bonds that are rated below Baa3 by Moodys Investors Service or similarly by another rating agency. More on Power Income Fund

Moving together with Power Mutual Fund

  0.94PWRAX Power IncomePairCorr
  1.0PWRCX Power IncomePairCorr

Power Mutual Fund Highlights

Fund ConcentrationDonoghue Forlines LLC Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, Donoghue Forlines LLC (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of October 2022
Fiscal Year EndJune
Power Income Fund [PWRIX] is traded in USA and was established 20th of March 2025. Power Income is listed under Donoghue Forlines LLC category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Donoghue Forlines LLC family. This fund at this time has accumulated 40.57 M in assets with minimum initial investment of 100 K. Power Income is currently producing year-to-date (YTD) return of 1.68% with the current yeild of 0.04%, while the total return for the last 3 years was 2.93%.
Check Power Income 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 Income Fund 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 Income Fund Mutual Fund Constituents

LQDiShares iBoxx InvestmentEtfCorporate Bond
BARGraniteShares Gold TrustEtfCommodities Focused
IEFiShares 7 10 YearEtfLong Government
LAHYXLord Abbett HighMutual FundHigh Yield Bond
DGROiShares Core DividendEtfLarge Value
HYSPIMCO 0 5 YearEtfHigh Yield Bond
HYGiShares iBoxx HighEtfHigh Yield Bond
JPSTJPMorgan Ultra Short IncomeEtfUltrashort Bond
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Power Income Risk Profiles

Power Income Against Markets

Other Information on Investing in Power Mutual Fund

Power Income 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 Income security.
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