FLOCX Mutual Fund
FLOCX Mutual Fund
DF Tactical Yield Fund Class C
FLOCX Mutual Fund Overview
FLOCX Mutual Fund (DF Tactical Yield Fund Class C) is managed by Donoghue Forlines LLC with $497,585.53 in net assets. FLOCX expense ratio is 2.17%, holding 7 positions across sectors including Unknown, Financials, Other. Inception date: 2017-12-27.
FLOCX performance shows a YTD return of -1.00%. The 1-year return is 1.30% and the 5-year return is 1.65%. FLOCX dividend yield stands at 5.77%, paid quarterly.
FLOCX top holdings include Spdr Port Shrt Trm Trsry (Nyse Arca) (40.2%), Balkrishna Inds (18.2%), Ishares 1-3 Year Treasury Bo (Nasdaq/Nms) (15.1%), Vanguard Short-Term Treasury (Nasdaq/Nms) (15.1%), Bblx 3Y Ust Etf1 (10.0%). View all FLOCX holdings, sector breakdown, or dividend history.
FLOCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FLOCX alternatives are available via the screener, along with tax-loss harvesting opportunities.