MCTDX Mutual Fund
MCTDX Mutual Fund
Modern Capital Tactical Opportunities Fund Advisor Class
MCTDX Mutual Fund Overview
MCTDX Mutual Fund (Modern Capital Tactical Opportunities Fund Advisor Class) is managed by Modern Capital with $29.9M in net assets. MCTDX expense ratio is 3.15%, holding 58 positions across sectors including Financials, Unknown, Energy. Inception date: 2021-06-24.
MCTDX performance shows a YTD return of 4.17%. The 1-year return is 6.35% and the 5-year return is 11.22%. MCTDX dividend yield stands at 12.47%, paid monthly.
MCTDX top holdings include First American Government Obligations Fund (7.7%), Sm Investments Corporation (4.9%), Brandywineglobal Global Income Opportunities Fund Inc (3.8%), Seven Hills Realty Trust (3.6%), Nexpoint Strategic Opportunities Fund (3.5%). View all MCTDX holdings, sector breakdown, or dividend history.
MCTDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MCTDX alternatives are available via the screener, along with tax-loss harvesting opportunities.