Hanlon Tactical Dividend Fund Quote
| HTDIX Fund | USD 13.62 0.07 0.51% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Hanlon Tactical is trading at 13.62 as of the 31st of January 2025; that is 0.51 percent down since the beginning of the trading day. The fund's open price was 13.69. Hanlon Tactical has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 2nd of December 2024 and ending today, the 31st of January 2025. Click here to learn more.
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. More on Hanlon Tactical Dividend
Moving together with Hanlon Mutual Fund
Hanlon Mutual Fund Highlights
| Fund Concentration | Hanlon Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Hanlon (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of November 2022 |
| Fiscal Year End | July |
Hanlon Tactical Dividend [HTDIX] is traded in USA and was established 31st of January 2025. Hanlon Tactical is listed under Hanlon category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Hanlon family. This fund currently has accumulated 107.23 M in assets under management (AUM) with minimum initial investment of 100 K. Hanlon Tactical Dividend is currently producing year-to-date (YTD) return of 3.7%, while the total return for the last 3 years was 6.68%.
Check Hanlon Tactical Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hanlon Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hanlon Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hanlon Tactical Dividend Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Hanlon Tactical Dividend Mutual Fund Constituents
| XLE | Energy Select Sector | Etf | Equity Energy | |
| NVDA | NVIDIA | Stock | Information Technology | |
| RCL | Royal Caribbean Cruises | Stock | Consumer Discretionary | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| XLI | Industrial Select Sector | Etf | Industrials | |
| CFG | Citizens Financial Group, | Stock | Financials | |
| IYW | iShares Technology ETF | Etf | Technology | |
| RIG | Transocean | Stock | Energy |
Hanlon Tactical Dividend Risk Profiles
| Mean Deviation | 0.5973 | |||
| Semi Deviation | 0.8642 | |||
| Standard Deviation | 0.8328 | |||
| Variance | 0.6936 |
Hanlon Tactical Against Markets
Other Information on Investing in Hanlon Mutual Fund
Hanlon Tactical financial ratios help investors to determine whether Hanlon Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hanlon with respect to the benefits of owning Hanlon Tactical security.
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