FLOCX Mutual Fund
FLOCX Mutual Fund
DF Tactical Yield Fund Class C

FLOCX Mutual Fund Overview
FLOCX Mutual Fund (DF Tactical Yield Fund Class C) is managed by Donoghue Forlines LLC with $497,068.88 in net assets. FLOCX expense ratio is 2.17%, holding 8 positions across sectors including Unknown, Financials, Other. Inception date: 2017-12-27.
FLOCX performance shows a YTD return of -3.71%. The 1-year return is 1.30% and the 5-year return is 1.65%. FLOCX dividend yield stands at 5.77%, paid quarterly.
FLOCX 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 FLOCX holdings, sector breakdown, or dividend history.
FLOCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FLOCX alternatives are available via the screener, along with tax-loss harvesting opportunities.