MCTOX Mutual Fund
MCTOX Mutual Fund
Modern Capital Tactical Opportunities Fund Class A Shares
MCTOX Mutual Fund Overview
MCTOX Mutual Fund (Modern Capital Tactical Opportunities Fund Class A Shares) is managed by Modern Capital with $4.1M in net assets. MCTOX expense ratio is 3.17%, holding 58 positions across sectors including Financials, Unknown, Energy. Inception date: 2021-03-15.
MCTOX performance shows a YTD return of 4.16%. The 1-year return is 6.39% and the 5-year return is 11.14%. MCTOX dividend yield stands at 10.49%, paid monthly.
MCTOX 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 MCTOX holdings, sector breakdown, or dividend history.
MCTOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MCTOX alternatives are available via the screener, along with tax-loss harvesting opportunities.