FLOAX Mutual Fund
FLOAX Mutual Fund
DF Tactical Yield Fund Class A
FLOAX Mutual Fund Overview
FLOAX Mutual Fund (DF Tactical Yield Fund Class A) is managed by Donoghue Forlines LLC with $8.8M in net assets. FLOAX expense ratio is 2.92%, holding 7 positions across sectors including Unknown, Financials, Other. Inception date: 2017-12-27.
FLOAX performance shows a YTD return of -0.72%. The 1-year return is 2.05% and the 5-year return is 3.05%. FLOAX dividend yield stands at 6.21%, paid quarterly.
FLOAX top holdings include Spdr Port Shrt Trm Trsry (Nyse Arca) (40.2%), Balkrishna Inds (18.2%), Ishares 1-3 Year Treasury Bo (Nasdaq/Nms) (15.1%), Vanguard Short-Term Treasury (Nasdaq/Nms) (15.1%), Bblx 3Y Ust Etf1 (10.0%). View all FLOAX holdings, sector breakdown, or dividend history.
FLOAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FLOAX alternatives are available via the screener, along with tax-loss harvesting opportunities.