FLOCX Mutual Fund

FLOCX Mutual Fund (DF Tactical Yield Fund Class C) is managed by Donoghue Forlines LLC with $494,672.15 in net assets. FLOCX expense ratio is 2.17%, holding 8 positions across sectors including Financials. Inception date: 2017-12-27.

FLOCX performance shows a YTD return of -0.27%. The 1-year return is 0.77% and the 5-year return is 1.97%. FLOCX dividend yield stands at 4.64%, paid quarterly.

FLOCX top holdings include Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (23.4%), Spdr Ser Tr Portfli High Yld (18.2%), Invesco Senior Loan ETF (17.1%), Renaissance Home Equity Loan Trust 5.746% 02/15/2041 (10.2%), Virtus Seix Floating Rate High Inc I (10.1%). Go to all FLOCX holdings, FLOCX sectors, or FLOCX dividends.

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