DF Tactical Allocation FundGTAAX

MUTUAL FUNDDonoghue Forlines
Type
Mutual fund
Peer group
Allocation
Net assets
$25.3M
Expense ratio
2.72%
1-year return
+17.0%
3 years, a year
+12.2%
5 years, a year
+5.7%
Holdings
8

What it aims to do.

The DF Tactical Allocation Funds (the Fund) investment objective is to provide long-term capital appreciation.

Top 10 holdings.

Holding% of fund
Northern Lights Fund Trust28.25%
Northern Lights Fund Trust17.48%
Northern Lights Fund Trust17.09%
SPDR Series Trust15.32%
BondBloxx ETF Trust10.25%
SPDR Series Trust10.23%
Fidelity Colchester Street Trust1.54%
N/A0.00%

More on GTAAX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.