Donoghue Forlines Momentum Fund Class I Shares
MOJOX
NASDAQ
| Weiss Ratings | MOJOX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MOJOX-NASDAQ | Click to Compare |
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| Provider | Donoghue Forlines LLC | |||
| Manager/Tenure (Years) | Richard E. Molari (8), Jeffrey Robert Thompson (8), John Arthur Forlines (6), 1 other | |||
| Website | http://https://www.donoghueforlinesfunds.com/ | |||
| Fund Information | MOJOX-NASDAQ | Click to Compare |
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| Fund Name | Donoghue Forlines Momentum Fund Class I Shares | |||
| Category | Tactical Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Dec 23, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 10,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MOJOX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | MOJOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.23% | |||
| Asset Allocation | MOJOX-NASDAQ | Click to Compare |
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| Cash | 1.24% | |||
| Stock | 98.76% | |||
| U.S. Stock | 98.76% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MOJOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.89% | |||
| 30-Day Total Return | 2.19% | |||
| 60-Day Total Return | 4.82% | |||
| 90-Day Total Return | 20.33% | |||
| Year to Date Total Return | 11.14% | |||
| 1-Year Total Return | 14.56% | |||
| 2-Year Total Return | 43.12% | |||
| 3-Year Total Return | 52.14% | |||
| 5-Year Total Return | 92.25% | |||
| Price | MOJOX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MOJOX-NASDAQ | Click to Compare |
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| Nav | $15.86 | |||
| 1-Month Low NAV | $15.53 | |||
| 1-Month High NAV | $16.02 | |||
| 52-Week Low NAV | $12.30 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.02 | |||
| 52-Week High Price (Date) | Jun 30, 2025 | |||
| Beta / Standard Deviation | MOJOX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 16.55 | |||
| Balance Sheet | MOJOX-NASDAQ | Click to Compare |
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| Total Assets | 74.05M | |||
| Operating Ratios | MOJOX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.00% | |||
| Turnover Ratio | 214.00% | |||
| Performance | MOJOX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.43% | |||
| Last Bear Market Total Return | -8.13% | |||