FLOTX Mutual Fund
FLOTX Mutual Fund
DF Tactical Yield Fund Class I
FLOTX Mutual Fund Overview
FLOTX Mutual Fund (DF Tactical Yield Fund Class I) is managed by Donoghue Forlines LLC with $35.2M in net assets. FLOTX expense ratio is 1.92%, holding 7 positions across sectors including Unknown, Financials, Other. Inception date: 2017-12-27.
FLOTX performance shows a YTD return of -0.61%. The 1-year return is 2.28% and the 5-year return is 2.64%. FLOTX dividend yield stands at 6.72%, paid quarterly.
FLOTX top holdings include Spdr Port Shrt Trm Trsry (Nyse Arca) (40.2%), Spdr Bloomberg 1-3 Month T-Bill Etf (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 FLOTX holdings, sector breakdown, or dividend history.
FLOTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FLOTX alternatives are available via the screener, along with tax-loss harvesting opportunities.