HTDCX Mutual Fund

HTDCX Mutual Fund (Tactical Dividend and Momentum Fund Class C) is managed by Hanlon Mutual Fund with $266,604.88 in net assets. HTDCX expense ratio is 2.62%, holding 14 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2015-09-09.

HTDCX performance shows a YTD return of 7.12%. The 1-year return is 14.79% and the 5-year return is 6.05%.

HTDCX top holdings include Vanguard Info Tech Etf (18.0%), Technology Select Sector Spdr (16.6%), Financial Select Sector Spdr F (13.0%), Communication Services Select (10.7%), Consumer Discretionary Select (10.4%). Go to all HTDCX holdings, HTDCX sectors, or HTDCX dividends.

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