Tactical Growth Allocation FundTFAFX
Type
Mutual fund
Peer group
Allocation
Net assets
$36.4M
Expense ratio
2.64%
1-year return
+12.7%
3 years, a year
+13.1%
5 years, a year
—
Holdings
164
What it aims to do.
The Tactical Allocation Fund (the Fund) seeks to provide capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Invesco QQQ Trust Series 1 | 7.29% |
| HCM Defender 500 Index ETF | 7.23% |
| HCM Defender 100 Index ETF | 6.87% |
| Direxion HCM Tactical Enhanced US ETF | 6.23% |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 4.74% |
| NVDA NVIDIA Corp | 2.33% |
| AAPL Apple Inc | 2.27% |
| Fidelity Government Portfolio | 2.23% |
| iShares 20+ Year Treasury Bond ETF | 2.17% |
| ORKA Oruka Therapeutics Inc | 1.93% |
More on TFAFX.
- TFAFX overview
- TFAFX holdings
- TFAFX risk
- TFAFX costs
- TFAFX money in and out
- TFAFX share classes
- Compare TFAFX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.