HTDCX Mutual Fund

NAV$15.38

AUM$280,211.57

TER2.62%

Holdings14

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HTDCX Mutual Fund

NAV$15.38

Tactical Dividend and Momentum Fund Class C

AUM$280,211.57

TER2.62%

Holdings14

See what you own twice

Check HTDCX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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See the full sector breakdown of HTDCX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
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—	—	—
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

HTDCX Mutual Fund Sector Allocation

HTDCX sector allocation breaks down across Financials (31.1%), Information Technology (16.6%), Communication Services (10.7%), Consumer Discretionary (10.4%), Industrials (8.6%). Across 14 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

HTDCX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

HTDCX by country shows geographic exposure. HTDCX overlap reveals how sector exposure compares with other funds.