GTAIX Mutual Fund
GTAIX Mutual Fund
GTAIX Mutual Fund
DF Tactical Allocation Fund Class I
GTAIX Mutual Fund Overview
GTAIX Mutual Fund (DF Tactical Allocation Fund Class I) is managed by Donoghue Forlines LLC with $24.7M in net assets. GTAIX expense ratio is 1.72%, holding 8 positions across sectors including Financials. Inception date: 2018-04-06.
GTAIX performance shows a YTD return of 12.18%. The 1-year return is 19.11% and the 5-year return is 6.92%. GTAIX dividend yield stands at 5.01%, paid quarterly.
GTAIX top holdings include Donoghue Forlines Dividend I (29.1%), Df Tactical 30 Etf (17.4%), Donoghue Forlines Momentum I (16.4%), Spdr Ser Tr Portfli High Yld (10.8%), Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (7.8%). Go to all GTAIX holdings, GTAIX sectors, or GTAIX dividends.
GTAIX can be compared against other funds. Use GTAIX overlap to find shared positions, or GTAIX vs another fund for a side-by-side view. GTAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.