Hanlon Tactical Dividend Fund Quote
| HTDCX Fund | USD 10.97 0.02 0.18% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Hanlon Tactical is trading at 10.97 as of the 25th of April 2024; that is 0.18 percent up since the beginning of the trading day. The fund's open price was 10.95. Hanlon Tactical has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Hanlon Tactical Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of May 2022 and ending today, the 25th of April 2024. 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
| 0.95 | HTDRX | Hanlon Tactical Dividend | PairCorr |
| 0.88 | HTDAX | Hanlon Tactical Dividend | PairCorr |
| 0.95 | HTDIX | Hanlon Tactical Dividend | PairCorr |
| 0.9 | PAALX | All Asset Fund | PairCorr |
| 0.89 | PATRX | Pimco All Asset | PairCorr |
| 0.9 | PAAIX | All Asset Fund | PairCorr |
Hanlon Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Hanlon Tactical's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Hanlon Tactical or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Hanlon Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Hanlon, Large Blend, Tactical Allocation (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 30th of November 2022 |
| Fiscal Year End | July |
Hanlon Tactical Dividend [HTDCX] is traded in USA and was established 25th of April 2024. 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 no minimum investment requirementsHanlon Tactical Dividend is currently producing year-to-date (YTD) return of 1.42% with the current yeild of 0.01%, while the total return for the last 3 years was -0.15%.
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
| ANTM | Anthem Inc | Stock | Healthcare Plans |
| TMO | Thermo Fisher Scientific | Stock | Health Care |
| XLF | Financial Select Sector | Etf | Financial |
| XLRE | The Real Estate | Etf | Real Estate |
| RIG | Transocean | Stock | Energy |
| CFG | Citizens Financial Group | Stock | Financials |
| LMT | Lockheed Martin | Stock | Industrials |
Hanlon Tactical Target Price Odds Analysis
Based on a normal probability distribution, the odds of Hanlon Tactical jumping above the current price in 90 days from now is about 61.79%. The Hanlon Tactical Dividend probability density function shows the probability of Hanlon Tactical mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Hanlon Tactical has a beta of 0.9971. This usually indicates Hanlon Tactical Dividend market returns are sensitive to returns on the market. As the market goes up or down, Hanlon Tactical is expected to follow. Additionally, hanlon Tactical Dividend has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Hanlon Tactical to move above the current price in 90 days from now is about 61.79 (This Hanlon Tactical Dividend probability density function shows the probability of Hanlon Mutual Fund to fall within a particular range of prices over 90 days) .
Hanlon Tactical Dividend Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Hanlon Tactical market risk premium is the additional return an investor will receive from holding Hanlon Tactical long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Hanlon Tactical. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Hanlon Tactical's alpha and beta are two of the key measurements used to evaluate Hanlon Tactical's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5526 | |||
| Semi Deviation | 0.6499 | |||
| Standard Deviation | 0.6999 | |||
| Variance | 0.4899 |
Hanlon Tactical Against Markets
Picking the right benchmark for Hanlon Tactical mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Hanlon Tactical mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Hanlon Tactical is critical whether you are bullish or bearish towards Hanlon Tactical Dividend at a given time. Please also check how Hanlon Tactical's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Hanlon Tactical without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Hanlon Mutual Fund?
Before investing in Hanlon Tactical, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Hanlon Tactical. To buy Hanlon Tactical fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Hanlon Tactical. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Hanlon Tactical fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Hanlon Tactical Dividend fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Hanlon Tactical Dividend fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Hanlon Tactical Dividend, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Hanlon Tactical Dividend?
The danger of trading Hanlon Tactical Dividend is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Hanlon Tactical is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Hanlon Tactical. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Hanlon Tactical Dividend is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Hanlon Tactical Dividend. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Hanlon Tactical Dividend information on this page should be used as a complementary analysis to other Hanlon Tactical's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.