HTDRX Mutual Fund

HTDRX Mutual Fund (Tactical Dividend and Momentum Fund Class R) is managed by Hanlon Mutual Fund with $11.3M 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 (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 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.