BWDIX

ActiveMin. $1M

Boyd Watterson Limited Duration Enhanced Income Fund

Category: Other (5,046 funds)

Expense Ratio

0.60%

Annual Cost per $10K

$60.00

30-Year Fee Drag per $10K

$11,817

at 7% annual return

Fund Type

Mutual Fund

Active · Min: $1M

Trailing 12-Month

+6.31%

Asset Allocation

US Bond

68%

Intl Bond

31%

Cash

Fee Comparison

BWDIX

0.60%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

39% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+25.97%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

BWDIX at 0.60%$321,528

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$59,085

Cost vs index fund−$55,896

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

Ticker	Name	ER	1yr	3yr	5yr
BWDIX	Boyd Watterson Limited Duration Enhanced Income Fund	0.60%	+6.31%	+8.00%	+4.33%
DTBRX	PGIM Total Return Bond Fund	0.75%	+6.16%	+6.55%	+0.03%
PSFAX	PIMCO Short-Term Fund	0.73%	+4.88%	+5.59%	+2.99%
MBRRX	MFS Corporate Bond Fund	0.51%	+6.08%	+7.43%	+0.03%
LDLVX	Lord Abbett Short Duration Income Fund	0.32%	+5.74%	+4.94%	+2.70%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	0.36%	+4.91%	+5.73%	+3.01%
LBNOX	LORD ABBETT BOND DEBENTURE FUND INC	0.62%	+7.98%	+7.63%	+3.40%
PULS	PGIM Ultra Short Bond ETF	0.15%	+5.27%	+5.70%	+3.62%
LSYAX	Lord Abbett Short Duration High Yield Fund	1.05%	+7.43%	+9.63%	+6.24%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	0.04%	+5.84%	+5.44%	+2.21%
PSTQX	PGIM Short-Term Corporate Bond Fund	0.38%	+6.24%	+6.71%	+2.40%
PIINX	PIMCO Income Fund	1.08%	+9.19%	+8.66%	+4.05%
STRKX	Victory Pioneer Strategic Income Fund	0.59%	—	—	—
SDMAX	PGIM Short Duration Multi-Sector Bond Fund	0.62%	+5.92%	+6.50%	+2.71%
LHYOX	Lord Abbett High Yield Fund	0.63%	+7.34%	+8.03%	+4.37%
MFIWX	MFS Income Fund	0.40%	+6.71%	+7.13%	+1.25%
TRZWX	T. Rowe Price Ultra Short-Term Bond Fund	0.19%	+5.68%	+5.98%	—
NUSFX	Ultra-Short Fixed Income Fund	0.26%	+5.14%	+5.91%	+3.08%
PTRAX	PIMCO Total Return Fund	0.76%	+6.87%	+6.36%	+0.01%
BWDTX	Boyd Watterson Limited Duration Enhanced Income Fund	0.60%	+6.50%	+8.19%	+4.52%
PREF	Principal Spectrum Preferred Securities Active ETF	0.55%	+7.79%	+9.92%	+3.76%
LAUVX	Lord Abbett Income Fund	0.45%	+4.21%	+5.21%	+1.33%
PSTPX	Palmer Square Income Plus Fund	0.62%	+5.24%	—	—
PFRIX	PGIM Floating Rate Income Fund	0.80%	+7.48%	+9.03%	+6.96%
PUCQX	PGIM Strategic Bond Fund	0.59%	+6.40%	+6.25%	+2.16%
VFSTX	VANGUARD SHORT-TERM INVESTMENT-GRADE FUND	0.07%	+6.38%	+6.33%	+2.19%
AGDAX	AB HIGH INCOME FUND INC	0.90%	+8.19%	+10.96%	+5.81%
MLMRX	MFS Limited Maturity Fund	1.33%	+5.36%	+5.60%	+2.12%
PGCAX	PIMCO Investment Grade Credit Bond Fund	1.34%	+6.46%	+7.54%	+0.46%
HSNFX	THE HARTFORD STRATEGIC INCOME FUND	0.53%	+9.46%	+10.90%	+3.63%
APDFX	Artisan High Income Fund	0.80%	+9.10%	+10.47%	+6.90%
LUBOX	Lord Abbett Ultra Short Bond Fund	0.24%	+5.33%	+5.48%	+3.17%
AMFNX	Virtus AlphaSimplex Managed Futures Strategy Fund	1.33%	-9.05%	—	—
LSBNX	Loomis Sayles Bond Fund	0.60%	+8.25%	+8.62%	+3.60%
MAFRX	Victory Pioneer Multi-Asset Ultrashort Income Fund	0.58%	—	—	—
SYFI	AB Short Duration High Yield ETF	0.40%	+7.22%	—	—
JSDCX	JPMorgan Short Duration Core Plus Fund	0.39%	+5.14%	+4.63%	+1.61%
VUBFX	VANGUARD ULTRA-SHORT-TERM BOND FUND	0.20%	+5.03%	+5.34%	+2.94%
DFSD	Dimensional Short-Duration Fixed Income ETF	0.16%	+6.45%	+6.19%	—
IHIFX	Macquarie High Income Fund	1.13%	+5.56%	+9.37%	+2.38%
VNLA	Janus Henderson Short Duration Income ETF	0.23%	+5.66%	+6.05%	+3.38%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	0.04%	+5.91%	+6.01%	+0.90%
LWSIX	Western Asset Income Fund	0.94%	+7.35%	+7.98%	+2.45%
VWEAX	VANGUARD HIGH-YIELD CORPORATE FUND	0.22%	+8.45%	+9.43%	+4.79%
GSST	Goldman Sachs Ultra Short Bond ETF	0.16%	+5.26%	+5.41%	+3.22%
LMLCX	Western Asset SMASh Series C Fund	0.03%	+2.13%	+7.58%	+4.16%
SHOAX	American Beacon SiM High Yield Opportunities Fund	1.07%	+7.18%	+9.31%	+7.01%
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	0.04%	+4.26%	+4.89%	+0.19%
ICIRX	Invesco Conservative Income Fund	0.46%	+5.03%	+5.14%	+2.97%
NEZNX	Loomis Sayles Strategic Income Fund	0.62%	+9.47%	+9.38%	+4.27%
BSBSX	Baird Short-Term Bond Fund	0.55%	+5.23%	+5.38%	+2.09%
BCOSX	Baird Core Plus Bond Fund	0.55%	+5.41%	+6.17%	+0.14%
RAVI	FlexShares Ultra-Short Income Fund	0.25%	+5.00%	+5.45%	+3.11%
IGBWX	Voya Global Bond Fund	0.65%	+6.17%	+6.44%	-1.19%
PDAAX	PIMCO Diversified Income Fund	1.04%	+8.96%	+9.50%	+2.60%
VCPAX	VANGUARD CORE-PLUS BOND FUND	0.20%	+6.16%	+6.56%	—
WAHSX	Western Asset High Yield Fund	0.65%	+9.38%	+8.82%	+4.84%
JSDUX	JPMorgan Short Duration Bond Fund	0.28%	+5.14%	+4.80%	+2.32%
RPELX	T. Rowe Price Dynamic Credit Fund	0.55%	+7.19%	+6.77%	+5.43%
VCOBX	VANGUARD CORE BOND FUND	0.10%	+5.80%	+5.84%	-0.01%
STYAX	Allspring Core Plus Bond Fund	0.67%	+3.30%	+3.50%	+2.07%
NERNX	Loomis Sayles Core Plus Bond Fund	0.39%	+5.79%	+5.96%	+0.19%
WSIDX	Allspring Income Plus Fund	0.67%	+5.89%	+7.41%	+4.38%
HFHFX	Hartford Low Duration High Income Fund	0.66%	+7.68%	+9.20%	+5.77%
FDIAX	Fidelity Advisor Limited Term Bond Fund	0.60%	-10.96%	-20.61%	-24.84%
FZOLX	Fidelity SAI Low Duration Bond Fund	0.20%	+5.04%	+5.18%	—
FADMX	Fidelity Advisor Strategic Income Fund	0.65%	+8.06%	+8.71%	+4.03%
AINP	Allspring Income Plus ETF	0.35%	—	—	—
ECAMX	Eaton Vance Multi-Asset Credit Fund	0.66%	+5.67%	+8.09%	+4.52%
PGBAX	Diversified Income Fund	1.06%	+6.66%	+7.47%	+4.53%
JINCX	JPMorgan Unconstrained Debt Fund	0.91%	+5.50%	+5.43%	+2.99%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	0.06%	+5.71%	+5.29%	+2.12%
JDYRX	PGIM High Yield Fund	0.74%	+8.73%	+8.45%	+4.68%
ANGL	VanEck Fallen Angel High Yield Bond ETF	0.25%	+8.64%	+9.79%	+5.22%
CMBKX	American Funds Multi-Sector Income Fund	0.70%	+7.28%	+9.22%	+3.57%
STHYX	AB Sustainable Thematic Credit Portfolio	0.60%	+6.23%	+7.57%	—
LWHIX	Western Asset Short Duration High Income Fund	0.97%	+7.04%	+8.43%	+5.29%
FCFAX	Frost Credit Fund	0.66%	+5.80%	+9.01%	+4.99%
GIOSX	Guggenheim Macro Opportunities Fund	0.93%	+7.29%	+9.00%	+4.47%
VFICX	VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND	0.20%	+8.23%	+8.13%	+1.09%
FLDR	Fidelity Low Duration Bond Factor ETF	0.15%	+5.20%	+5.57%	+3.07%
VPVTRDV	PIMCO Total Return Portfolio	0.79%	+6.71%	+6.40%	-0.03%
CRSAX	Credit Suisse Commodity Return Strategy Fund	0.80%	+13.57%	+2.42%	+11.50%
WISD	Wisdom Short Duration ETF	0.45%	+5.37%	—	—
PHYAX	PIMCO High Yield Fund	0.85%	+7.83%	+9.11%	+4.47%
IGHG	ProShares Investment Grade-Interest Rate Hedged	0.30%	+8.10%	+9.49%	+5.94%
CCHIX	High Yield Fund	0.51%	+5.27%	+8.21%	+4.33%
MHYWX	High Yield Bond Series	0.11%	+8.06%	+11.23%	+8.19%
VUSB	VANGUARD ULTRA-SHORT BOND ETF	0.10%	+5.31%	+5.53%	—
MOFAX	Mercer Opportunistic Fixed Income Fund	0.82%	—	—	—
IIBPX	VOYA INTERMEDIATE BOND PORTFOLIO	0.79%	+5.25%	+6.07%	-0.22%
MRBBX	MFS Total Return Bond Fund	0.60%	+5.35%	+5.64%	-0.40%
MCSRX	MFS Commodity Strategy Fund	0.82%	+16.62%	+4.32%	+12.44%
AHIYX	Invesco High Yield Fund	1.01%	+6.80%	+7.85%	+4.46%
WAPSX	Western Asset Core Plus Bond Fund	0.42%	+5.71%	+5.73%	-1.36%
DIAL	Columbia Diversified Fixed Income Allocation ETF	0.29%	+8.06%	+7.80%	+0.77%
TRZOX	T. Rowe Price Short-Term Bond Fund, Inc.	0.31%	+5.66%	+4.95%	—
ACPSX	Invesco Core Plus Bond Fund	0.79%	+3.33%	+3.97%	-0.10%
GOBSX	BrandywineGLOBAL - Global Opportunities Bond Fund	0.55%	+8.53%	+6.72%	-0.63%
TSBBX	Nuveen Core Impact Bond Fund	0.51%	+5.12%	+5.57%	-0.29%
GSY	Invesco Ultra Short Duration ETF	0.22%	+5.13%	+5.76%	+3.26%

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