MCTDX Mutual Fund

MCTDX Mutual Fund (Modern Capital Tactical Opportunities Fund Advisor Class) is managed by Modern Capital with $29.9M in net assets. MCTDX expense ratio is 3.15%, holding 58 positions across sectors including Financials, Energy, Real Estate. Inception date: 2021-06-24.

MCTDX performance shows a YTD return of 1.12%. The 1-year return is 2.15% and the 5-year return is 11.08%. MCTDX dividend yield stands at 12.85%, paid monthly.

MCTDX top holdings include First American Government Obligations Fund (7.7%), Sm Energy Co (4.9%), Brandywineglobal Global Inc Oppty Fd Inc (3.8%), Seven Hills Realty Trust (3.6%), Nexpoint Diversified Real Estate Trust (3.5%). Go to all MCTDX holdings, MCTDX sectors, or MCTDX dividends.

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