HTDRX Mutual Fund

HTDRX Mutual Fund (Tactical Dividend and Momentum Fund Class R) is managed by Hanlon Mutual Fund with $10.6M in net assets. HTDRX expense ratio is 2.02%, holding 13 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2015-09-09.

HTDRX performance shows a YTD return of 9.14%. The 1-year return is 13.72% and the 5-year return is 6.58%.

HTDRX 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 HTDRX holdings, HTDRX sectors, or HTDRX dividends.

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