About HTDRX
Tactical Dividend and Momentum Fund Class R is a diversified mutual fund designed to deliver both capital appreciation and current income. Its primary strategy involves a dynamic, rules-based approach that tactically allocates assets among the eleven major sectors of the U.S. economy—such as technology, healthcare, financials, energy, and consumer-related sectors. The fund leverages proprietary algorithms to identify sectors with attractive growth prospects and dividend potential, investing in stocks with high dividend yields and strong recent momentum. When the fund's tactical models signal opportunity, it may concentrate on specific sectors or spread exposure broadly, occasionally employing Exchange Traded Funds (ETFs) to enhance flexibility. The fund's investment process allows for discretionary management, enabling adjustments based on prevailing market conditions. Its blend of tactical sector rotation, dividend focus, and momentum strategies aims to offer investors a combination of growth, income, and potential downside protection, positioning the fund as a versatile solution for navigating varied market environments.
Fund Family Hanlon
Category Tactical Allocation
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol HTDRX
Share Class Class R Shares
Index S&P 500 TR
HTDRX had a total return of 10.73% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.88%.
