FLOTX Mutual Fund

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 6.69%, paid quarterly.

FLOTX 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 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.