HTDAX Mutual Fund

HTDAX Mutual Fund (Tactical Dividend and Momentum Fund Class A) is managed by Hanlon Mutual Fund with $10.1M in net assets. HTDAX expense ratio is 1.87%, holding 14 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2015-09-09.

HTDAX performance shows a YTD return of 6.05%. The 1-year return is 12.24% and the 5-year return is 6.42%.

HTDAX top holdings include Vanguard Information Technology ETF (18.0%), Technology Select Sector Spdr (16.6%), Financial Select Sector Spdr F (13.0%), Communication Services Select (10.7%), Consumer Discretionary Select (10.4%). Go to all HTDAX holdings, HTDAX sectors, or HTDAX dividends.

HTDAX can be compared against other funds. Use HTDAX overlap to find shared positions, or HTDAX vs another fund for a side-by-side view. HTDAX alternatives are available via the screener, along with tax-loss harvesting opportunities.