MCTDX Mutual Fund

MCTDX Mutual Fund (Modern Capital Tactical Opportunities Fund Advisor Class) is managed by Modern Capital with $51.0M in net assets. MCTDX expense ratio is 3.91%, holding 62 positions across sectors including Financials, Energy, Real Estate. Inception date: 2021-06-24.

MCTDX performance shows a YTD return of 7.00%. The 1-year return is 7.42% and the 5-year return is 12.34%. MCTDX dividend yield stands at 13.07%, paid monthly.

MCTDX top holdings include Sm Energy Co (6.2%), Blackrock Technology And Private Equity Term Trust (4.8%), First American Government Obligations Fund (4.7%), Aberdeen Emerging Markets Equity Income Fund, Inc. (4.6%), Taiwan Fund Inc/the (4.4%). Go to all MCTDX holdings, MCTDX sectors, or MCTDX dividends.

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