Nasdaq - Delayed Quote USD

Donoghue Forlines Momentum I (MOJOX)

15.24
+0.01
+(0.07%)
At close: 8:01:05 PM EST

Investment Information

Min Initial Investment
10,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Schwab Institutional
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • RBC Wealth Management-Advisory Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • TD Ameritrade Institutional NTF
  • H Beck Inc.
  • Securities America Inc.
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Existing Shareholders Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Tactical Allocation
Fund Family Donoghue Forlines LLC
Net Assets 39.45M
YTD Return 22.29%
Yield 0.00%
Morningstar Rating
Inception Date Dec 23, 2016

Performance & Risk

YTD Return 6.80%
5y Average Return 8.83%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

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