HTDIX Mutual Fund

HTDIX Mutual Fund (Tactical Dividend and Momentum Fund Class I) is managed by Hanlon Mutual Fund with $72.8M in net assets. HTDIX expense ratio is 1.62%, holding 13 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2015-09-09.

HTDIX performance shows a YTD return of 9.48%. The 1-year return is 14.21% and the 5-year return is 7.01%.

HTDIX 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 HTDIX holdings, HTDIX sectors, or HTDIX dividends.

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