FLOTX Mutual Fund
FLOTX Mutual Fund
FLOTX Mutual Fund
DF Tactical Yield Fund Class I
FLOTX Mutual Fund Overview
FLOTX Mutual Fund (DF Tactical Yield Fund Class I) is managed by Donoghue Forlines LLC with $37.7M in net assets. FLOTX expense ratio is 1.92%, holding 7 positions across sectors including Financials. Inception date: 2017-12-27.
FLOTX performance shows a YTD return of -0.17%. The 1-year return is 2.19% and the 5-year return is 2.79%. FLOTX dividend yield stands at 6.63%, paid quarterly.
FLOTX top holdings include Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (20.0%), Invesco Senior Loan ETF (18.7%), Spdr Ser Tr Portfli High Yld (18.1%), Renaissance Home Equity Loan Trust 5.746% 02/15/2041 (10.4%), Government National Mortgage Association 2.54649% 02/15/2041 (10.4%). Go to all FLOTX holdings, FLOTX sectors, or FLOTX dividends.
FLOTX can be compared against other funds. Use FLOTX overlap to find shared positions, or FLOTX vs another fund for a side-by-side view. FLOTX alternatives are available via the screener, along with tax-loss harvesting opportunities.