Nasdaq - Delayed Quote USD

Tactical Dividend & Momentum R (HTDRX)

11.29 +0.08 (+0.71%)
As of 8:05 AM EDT. Market Open.

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
--
Min Initial Investment, AIP
25
Min Subsequent Investment
2,500
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • Scottrade Load
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Commonwealth Universe
  • Ameritas NTFN
  • Scottrade TF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Securities America Inc.
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund follows, when appropriate, a rules-based investment strategy, that includes both a sector tactical overlay and ranking selection strategy among the eleven major economic sectors in the U.S. economy. The Adviser may also exercise its discretion in applying the rules based investment strategy, when, in its opinion, a discretionary management approach would be more appropriate. These eleven sectors include: communications services, consumer discretionary; consumer staples; energy; financials; health care; industrials; information technology; materials; real estate and utilities.

Fund Overview

Category Tactical Allocation
Fund Family Hanlon
Net Assets 90.91M
YTD Return 7.52%
Yield 1.44%
Morningstar Rating
Inception Date Sep 09, 2015

Performance & Risk

YTD Return 2.36%
5y Average Return 4.22%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.44
Morningstar Risk Rating

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