About BWDIX
Boyd Watterson Limited Duration Enhanced Income Fund Class I is an actively managed open‑end mutual fund focused on generating current income with secondary objectives of capital preservation and total return. The strategy concentrates on **short, limited-duration** fixed income, maintaining an effective duration around the lower end of the spectrum to manage interest‑rate sensitivity while seeking incremental yield over traditional short-term core bonds. The portfolio allocates across **multisector bond** exposures, including U.S. Treasuries, investment‑grade corporates, asset‑backed securities, and collateralized loan obligations, emphasizing U.S. dollar‑denominated, income‑producing securities. Notable holdings often include U.S. Treasury notes alongside securitized credit such as auto loan ABS and CLO tranches, reflecting a diversified approach within structured finance. Targeted primarily to institutional investors, the share class features a cost profile that is competitive within its category and has published minimums appropriate for professional and advisory platforms. Positioned as a **limited‑duration enhanced income** solution, the fund aims to serve as a core plus short‑maturity sleeve for liquidity‑aware allocators seeking income with measured interest‑rate exposure and broad sector flexibility in fixed income markets.
Fund Family Boyd Watterson
Category Multisector Bond
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol BWDIX
Share Class Class I Shares
Index Bloomberg 1-3 Y Government/Credit TR
BWDIX had a total return of 6.96% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.58%.
