MCTOX Mutual Fund

MCTOX Mutual Fund (Modern Capital Tactical Opportunities Fund Class A Shares) is managed by Modern Capital with $8.6M in net assets. MCTOX expense ratio is 3.91%, holding 62 positions across sectors including Financials, Energy, Real Estate. Inception date: 2021-03-15.

MCTOX performance shows a YTD return of 6.92%. The 1-year return is 7.37% and the 5-year return is 12.26%. MCTOX dividend yield stands at 10.97%, paid monthly.

MCTOX 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 MCTOX holdings, MCTOX sectors, or MCTOX dividends.

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