Modern Capital Tactical Income ADV (MCTDX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.31
-0.01 (-0.11%)
At close: Jul 9, 2026

MCTDX Holdings Information

MCTDX is a mutual fund with a total of 58 individual holdings.

Total Holdings
58
Top 10 Percentage
39.79%
Asset Class
n/a
Fund Category
Tactical Allocation
Assets
67.89M
Forward PE Ratio
12.68

Breakdown by Sector

Top 25 Holdings

No.SymbolName WeightShares
1FGXXXFirst American Government Obligations Fund7.74%5,438,203
2SMSM Energy Company4.92%110,750
3BWGLegg Mason BW Global Income Opportunities Fund Inc.3.84%351,482
4SEVNSeven Hills Realty Trust3.64%311,222
5NXDTNexPoint Diversified Real Estate Trust3.52%528,561
6PDXPIMCO Dynamic Income Strategy Fund3.35%106,775
7WIWWestern Asset Inflation-Linked Opportunities & Income Fund3.29%272,725
8JQCNuveen Credit Strategies Income Fund3.28%473,400
9FSCOFS Credit Opportunities Corp.3.13%431,172
10DHYCredit Suisse High Yield Credit Fund3.08%1,136,530
11OXLCOxford Lane Capital Corp.2.88%207,000
12BBDBanco Bradesco S.A.2.88%554,000
13TSX: CVECenovus Energy Inc.2.83%75,000
14EMDWestern Asset Emerging Markets Debt Fund Inc.2.44%174,625
15CD8.DECresud S.A. Comercial Industrial Financiera Y Agropecuaria2.44%134,612
16GABThe Gabelli Equity Trust Inc.2.42%303,861
17HFROHighland Funds I - Highland Opportunities and Income Fund2.28%280,885
18PDTJohn Hancock Premium Dividend Fund2.28%122,422
19VGIVirtus Global Multi-Sector Income Fund2.12%201,864
20CVXChevron Corporation2.09%7,100
21DLYDoubleLine Yield Opportunities Fund2.04%103,131
22TYGTortoise Energy Infrastructure Corporation2.00%28,171
23HIOWestern Asset High Income Opportunity Fund Inc.1.95%377,942
24RABrookfield Real Assets Income Fund Inc.1.91%104,469
25SDHYPGIM Short Duration High Yield Opportunities Fund1.85%81,292
Showing 25 of 58 holdings
Subscribe to see the full list
As of Mar 31, 2026