About BWDIX
Boyd Watterson Limited Duration Enhanced Income Fund Class I is a mutual fund that primarily seeks to generate income, with secondary objectives of capital preservation and total return. It invests the majority of its assets in domestic and U.S. dollar-denominated foreign income-producing securities, focusing on a limited duration strategy to manage interest rate sensitivity. The fund diversifies across fixed-income sectors including corporate bonds, asset-backed securities, mortgage-backed securities, Treasuries, and agencies, with a portfolio featuring significant allocations to investment-grade and high-yield bonds such as BBB (24%), BB (36%), and higher ratings. Credit weightings emphasize quality while incorporating non-U.S. bonds (23%) and preferred securities (2.37%), alongside domestic bonds (73.18%). Managed by Boyd Watterson Asset Management, LLC, the fund employs duration management, yield curve positioning, sector allocation, and security selection to pursue enhanced income in a multisector bond framework. This positions it as a solution for investors prioritizing income from short-to-intermediate term fixed-income exposures with controlled duration risk.
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 3.17% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.65%.
