FLOAX Mutual Fund

FLOAX Mutual Fund (DF Tactical Yield Fund Class A) is managed by Donoghue Forlines LLC with $8.9M in net assets. FLOAX expense ratio is 2.92%, holding 7 positions across sectors including Financials. Inception date: 2017-12-27.

FLOAX performance shows a YTD return of -0.39%. The 1-year return is 1.85% and the 5-year return is 3.17%. FLOAX dividend yield stands at 6.19%, paid quarterly.

FLOAX top holdings include Spdr Port Shrt Trm Trsry (Nyse Arca) (40.2%), Spdr Bloomberg 1-3 Month T-Bill Etf (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%). 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.