HTDCX Mutual Fund

HTDCX Mutual Fund (Tactical Dividend and Momentum Fund Class C) is managed by Hanlon Mutual Fund with $277,320.82 in net assets. HTDCX expense ratio is 2.62%, holding 13 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2015-09-09.

HTDCX performance shows a YTD return of 7.62%. The 1-year return is 8.09% and the 5-year return is 5.95%.

HTDCX top holdings include Vanguard Information Technology ETF (18.3%), Technology Select Sector Spdr (18.1%), Financial Select Sector Spdr F (12.2%), Communication Services Select (9.7%), Health Care Select Sector (9.2%). 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.