HTDRX Mutual Fund (Tactical Dividend and Momentum Fund Class R) is managed by Hanlon Mutual Fund with $11.2M in net assets. HTDRX expense ratio is 2.02%, holding 14 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2015-09-09.

HTDRX performance shows a YTD return of 7.37%. The 1-year return is 15.40% and the 5-year return is 9.25%.

HTDRX 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 HTDRX holdings, sector breakdown, or dividend history.

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