HTDAX, HTDCX, HTDIX, HTDRX
The Fund seeks to provide capital appreciation and current income while providing downside protection for investors by going defensive when market conditions warrant. The Fund objective is to invest in only those sectors of the US economy that show significant opportunity for growth.
Hanlon tracks the nine major sectors of the US economy and when the proprietary science indicates opportunity, Fund assets will be invested to that sector that show the greatest opportunity for price growth and dividend yield.
Please click for a Fund Fact Sheet on the Tactical Dividend and Momentum Fund. The Fund is available in A, C, I and R shares.
Tactical Dividend and Momentum Fund – Risk Disclosures:
Investment Objective: The Fund seeks to provide capital appreciation and current income.
Equity securities are susceptible to general market fluctuations and volatile increases and decreases in value as market confidence in and perceptions of their issuers change. A company that has historically paid regular dividends to shareholders may decrease or eliminate dividend payments in the future, which could result in a decrease in the value of the company’s stock and lower performance of the Fund. An investment in securities with positive momentum entails investing in securities that have had above-average recent returns. These securities may experience greater price volatility than other equity securities, which may negatively impact the investment performance of the Fund.
The Fund may be subject to the risk that its assets are invested in a particular sector or group of sectors in the economy. To the extent the Fund invests in a smaller number of holdings, the Fund may be more adversely impacted by changes in the price of individual holdings than funds with a greater number of holdings. A rules-based investment strategy may not be successful on an ongoing basis or could contain unknown errors. The value of a specific security can be more volatile than the market as a whole and may perform worse than the market as a whole.
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