HTDCX Mutual Fund
HTDCX Mutual Fund
Tactical Dividend and Momentum Fund Class C

HTDCX Mutual Fund Overview
HTDCX Mutual Fund (Tactical Dividend and Momentum Fund Class C) is managed by Hanlon Mutual Fund with $272,475.9 in net assets. HTDCX expense ratio is 2.62%, holding 14 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2015-09-09.
HTDCX performance shows a YTD return of 7.12%. The 1-year return is 14.79% and the 5-year return is 6.05%.
HTDCX 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 HTDCX holdings, sector breakdown, or dividend history.
HTDCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HTDCX alternatives are available via the screener, along with tax-loss harvesting opportunities.