GTAIX Mutual Fund
GTAIX Mutual Fund
DF Tactical Allocation Fund Class I
GTAIX Mutual Fund Overview
GTAIX Mutual Fund (DF Tactical Allocation Fund Class I) is managed by Donoghue Forlines LLC with $23.8M in net assets. GTAIX expense ratio is 1.72%, holding 8 positions across sectors including Unknown, Financials, Other. Inception date: 2018-04-06.
GTAIX performance shows a YTD return of 13.83%. The 1-year return is 22.04% and the 5-year return is 7.11%. GTAIX dividend yield stands at 4.98%, paid quarterly.
GTAIX top holdings include Donoghue Forlines Dividend I (28.3%), Df Tactical 30 Etf (17.5%), Donoghue Forlines Momentum I (17.1%), Spdr Port Shrt Trm Trsry (Nyse Arca) (15.3%), Bblx 5Y Ust Etf (10.3%). View all GTAIX holdings, sector breakdown, or dividend history.
GTAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GTAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.