HTDCX Mutual Fund

HTDCX Mutual Fund (Tactical Dividend and Momentum Fund Class C) is managed by Hanlon Mutual Fund with $273,397.48 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 5.61%. The 1-year return is 11.37% and the 5-year return is 5.62%.

HTDCX top holdings include Vanguard Information Technology ETF (17.9%), Technology Select Sector Spdr (17.8%), Financial Select Sector Spdr F (12.6%), Communication Services Select (9.8%), Consumer Discretionary Select (9.3%). 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.