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 $36.7M in net assets. FLOTX expense ratio is 1.92%, holding 8 positions across sectors including Unknown, Financials, Other. Inception date: 2017-12-27.
FLOTX performance shows a YTD return of -3.67%. 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 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 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.