HTDRX Mutual Fund

HTDRX Mutual Fund (Tactical Dividend and Momentum Fund Class R) is managed by Hanlon Mutual Fund with $10.8M in net assets. HTDRX expense ratio is 2.02%, holding 14 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2015-09-09.

HTDRX performance shows a YTD return of 5.93%. The 1-year return is 12.05% and the 5-year return is 6.25%.

HTDRX 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 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.