Hanlon Tactical Dividend Fund Quote
| HTDRX Fund | USD 13.83 0.10 0.73% |
PerformanceStrong
| Odds Of DistressLow
|
Hanlon Tactical is trading at 13.83 as of the 20th of July 2025; that is 0.73 percent up since the beginning of the trading day. The fund's open price was 13.73. Hanlon Tactical has less than a 9 % chance of experiencing financial distress in the next few years and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 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 | 30th of June 2025 |
Hanlon Tactical Dividend [HTDRX] is traded in USA and was established 20th of July 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 156.22 M in assets under management (AUM) with no minimum investment requirementsHanlon Tactical Dividend is currently producing year-to-date (YTD) return of 5.38%, while the total return for the last 3 years was 7.95%.
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
| XLB | Materials Select Sector | Etf | Natural Resources | |
| XLV | Health Care Select | Etf | Health | |
| MSFT | Microsoft | Stock | Information Technology | |
| WDC | Western Digital | Stock | Information Technology | |
| MRK | Merck Company | Stock | Health Care | |
| CI | Cigna Corp | Stock | Health Care | |
| XLY | Consumer Discretionary Select | Etf | Consumer Cyclical | |
| XLP | Consumer Staples Select | Etf | Consumer Defensive |
Hanlon Tactical Dividend Risk Profiles
| Mean Deviation | 0.6214 | |||
| Semi Deviation | 0.5227 | |||
| Standard Deviation | 0.8773 | |||
| Variance | 0.7697 |
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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