HTDIX Mutual Fund

HTDIX Mutual Fund (Tactical Dividend and Momentum Fund Class I) is managed by Hanlon Mutual Fund with $74.9M in net assets. HTDIX expense ratio is 1.62%, holding 14 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2015-09-09.

HTDIX performance shows a YTD return of 6.21%. The 1-year return is 12.44% and the 5-year return is 6.65%.

HTDIX top holdings include Vanguard Information Technology 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 HTDIX holdings, HTDIX sectors, or HTDIX dividends.

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