HTDRX Mutual Fund
NAV$15.45
AUM$11M
TER2.02%
Holdings14
HTDRX Mutual Fund
NAV$15.45
Tactical Dividend and Momentum Fund Class R
AUM$11M
TER2.02%
Holdings14

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HTDRX Mutual Fund Sector Allocation
HTDRX sector allocation breaks down across Financials (31.1%), Information Technology (16.6%), Communication Services (10.7%), Consumer Discretionary (10.4%), Industrials (8.6%). Across 14 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
HTDRX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
HTDRX geographic allocation shows country exposure. HTDRX overlap calculator reveals how sector exposure compares with other funds.