FLOCX Mutual Fund

FLOCX Mutual Fund (DF Tactical Yield Fund Class C) is managed by Donoghue Forlines LLC with $501,399.39 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 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 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.