HTDAX Mutual Fund

HTDAX Mutual Fund (Tactical Dividend and Momentum Fund Class A) is managed by Hanlon Mutual Fund with $9.7M in net assets. HTDAX expense ratio is 1.87%, holding 13 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2015-09-09.

HTDAX performance shows a YTD return of 8.18%. The 1-year return is 8.90% and the 5-year return is 6.74%.

HTDAX top holdings include Vanguard Information Technology ETF (18.3%), Technology Select Sector Spdr (18.1%), Financial Select Sector Spdr F (12.2%), Communication Services Select (9.7%), Health Care Select Sector (9.2%). Go to all HTDAX holdings, HTDAX sectors, or HTDAX dividends.

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