FLOAX Mutual Fund

FLOAX Mutual Fund (DF Tactical Yield Fund Class A) is managed by Donoghue Forlines LLC with $8.8M in net assets. FLOAX expense ratio is 2.92%, holding 8 positions across sectors including Financials. Inception date: 2017-12-27.

FLOAX performance shows a YTD return of 0.16%. The 1-year return is 1.44% and the 5-year return is 3.34%. FLOAX dividend yield stands at 5.13%, paid quarterly.

FLOAX top holdings include Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (23.4%), Spdr Ser Tr Portfli High Yld (18.2%), Invesco Senior Loan ETF (17.1%), Renaissance Home Equity Loan Trust 5.746% 02/15/2041 (10.2%), Virtus Seix Floating Rate High Inc I (10.1%). Go to all FLOAX holdings, FLOAX sectors, or FLOAX dividends.

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