Nasdaq - Delayed Quote USD

Donoghue Forlines Momentum A (MOJAX)

15.06
+0.10
+(0.67%)
At close: 8:01:42 PM EDT
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  • Previous Close 14.96
  • YTD Return -2.36%
  • Expense Ratio 2.25%
  • Category Tactical Allocation
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 69.04M
  • Beta (5Y Monthly) 1.02
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 214.00%
  • Last Dividend 0.01
  • Inception Date Dec 23, 2016

The adviser seeks to achieve the fund’s objectives by seeking to track the FCF Risk Managed Sector Neutral Momentum Index that provides a formulaic methodology for allocating investments between securities of issuers who demonstrate higher free cash flow and positive momentum and short-term treasuries. The index and the fund will allocate 100% to the equity portfolio when the shorter-term exponential moving average indicator is in a bullish position.

Donoghue Forlines LLC

Fund Family

Tactical Allocation

Fund Category

69.04M

Net Assets

2016-12-23

Inception Date

Performance Overview: MOJAX

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Trailing returns as of 6/2/2025. Category is Tactical Allocation.

YTD Return

MOJAX
2.36%
Category
9.69%
 

1-Year Return

MOJAX
6.88%
Category
27.45%
 

3-Year Return

MOJAX
8.49%
Category
8.85%
 

5-Year Return

MOJAX
13.02%
Category
8.56%
 

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Holdings: MOJAX

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Sector Weightings

SectorMOJAX
Technology   28.91%
Healthcare   9.95%
Industrials   6.12%
Energy   4.28%
Real Estate   4.03%
Utilities   2.04%

Recent News: MOJAX

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Research Reports: MOJAX

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