HTDAX Mutual Fund (Tactical Dividend and Momentum Fund Class A) is managed by Hanlon Mutual Fund with $9.8M in net assets. HTDAX expense ratio is 1.87%, holding 14 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2015-09-09.

HTDAX performance shows a YTD return of 7.45%. The 1-year return is 15.59% and the 5-year return is 9.37%.

HTDAX top holdings include Vanguard Information Technology ETF (18.0%), Technology Select Sector Spdr (16.6%), Financial Select Sector Spdr F (13.0%), Communication Services Select (10.7%), Consumer Discretionary Select (10.4%). View all HTDAX holdings, sector breakdown, or dividend history.

HTDAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HTDAX alternatives are available via the screener, along with tax-loss harvesting opportunities.