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 8 positions across sectors including Unknown, Financials, Other. Inception date: 2017-12-27.
FLOAX performance shows a YTD return of -3.64%. 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 Virtus Seix Flt Rt Hi Inc (18.9%), Lord Abbett Floating Rate (18.9%), Blackrock Ii-float Rat-inst Mutual Fund (18.7%), Spdr Ser Tr Portfli High Yld (18.0%), Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (12.7%). 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.