Nasdaq - Delayed Quote USD

Donoghue Forlines Momentum I (MOJOX)

15.16
+0.12
+(0.80%)
At close: May 30 at 8:01:40 PM EDT
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  • Previous Close 15.04
  • YTD Return -2.17%
  • Expense Ratio 2.00%
  • 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 0.02
  • 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: MOJOX

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Trailing returns as of 5/29/2025. Category is Tactical Allocation.

YTD Return

MOJOX
2.17%
Category
9.69%
 

1-Year Return

MOJOX
7.29%
Category
27.45%
 

3-Year Return

MOJOX
8.81%
Category
8.85%
 

5-Year Return

MOJOX
13.33%
Category
8.56%
 

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Holdings: MOJOX

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Sector Weightings

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

Recent News: MOJOX

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Research Reports: MOJOX

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