FLOTX Mutual Fund
FLOTX Mutual Fund
FLOTX Mutual Fund
DF Tactical Yield Fund Class I
FLOTX Mutual Fund Overview
FLOTX Mutual Fund (DF Tactical Yield Fund Class I) is managed by Donoghue Forlines LLC with $37.6M in net assets. FLOTX expense ratio is 1.92%, holding 8 positions across sectors including Financials. Inception date: 2017-12-27.
FLOTX performance shows a YTD return of 0.47%. The 1-year return is 1.77% and the 5-year return is 2.98%. FLOTX dividend yield stands at 5.60%, paid quarterly.
FLOTX 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 FLOTX holdings, FLOTX sectors, or FLOTX dividends.
FLOTX can be compared against other funds. Use FLOTX overlap to find shared positions, or FLOTX vs another fund for a side-by-side view. FLOTX alternatives are available via the screener, along with tax-loss harvesting opportunities.