HTDIX Mutual Fund (Tactical Dividend and Momentum Fund Class I) is managed by Hanlon Mutual Fund with $71.7M in net assets. HTDIX expense ratio is 1.62%, holding 14 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2015-09-09.

HTDIX performance shows a YTD return of 7.61%. The 1-year return is 15.89% and the 5-year return is 7.09%.

HTDIX 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 HTDIX holdings, sector breakdown, or dividend history.

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