FLOCX Mutual Fund

FLOCX Mutual Fund (DF Tactical Yield Fund Class C) is managed by Donoghue Forlines LLC with $501,245.4 in net assets. FLOCX expense ratio is 2.17%, holding 7 positions across sectors including Financials. Inception date: 2017-12-27.

FLOCX performance shows a YTD return of -0.66%. The 1-year return is 1.20% and the 5-year return is 1.80%. FLOCX dividend yield stands at 5.75%, paid quarterly.

FLOCX top holdings include Spdr Blackstone / Gso Senior Loan ETF (20.0%), Invesco Senior Loan ETF (18.7%), SPDR Portfolio High Yield Bond (18.1%), Renaissance Home Equity Loan Trust 5.746% 02/15/2041 (10.4%), HYUNDAI AUTO RECEIVABLES TRUST 2026-B 5.01% 10/17/2033 (10.4%). Go to all FLOCX holdings, FLOCX sectors, or FLOCX dividends.

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