FLOAX Mutual Fund

FLOAX Mutual Fund (DF Tactical Yield Fund Class A) is managed by Donoghue Forlines LLC with $8.7M in net assets. FLOAX expense ratio is 2.92%, holding 8 positions across sectors including Financials. Inception date: 2017-12-27.

FLOAX performance shows a YTD return of 0.57%. The 1-year return is 2.41% and the 5-year return is 3.34%. FLOAX dividend yield stands at 6.13%, paid quarterly.

FLOAX top holdings include Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (20.1%), Spdr Ser Tr Portfli High Yld (17.9%), Invesco Senior Loan ETF (17.7%), Renaissance Home Equity Loan Trust 5.746% 02/15/2041 (10.5%), Virtus Seix Floating Rate High Inc I (10.5%). Go to all FLOAX holdings, FLOAX sectors, or FLOAX dividends.

FLOAX can be compared against other funds. Use FLOAX overlap to find shared positions, or FLOAX vs another fund for a side-by-side view. FLOAX alternatives are available via the screener, along with tax-loss harvesting opportunities.