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Morningstar

Donoghue Forlines Mutual Funds

View all of Donoghue Forlines’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Donoghue Forlines Funds List

Share Class Type

1 to 15 of 15 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Donoghue Forlines Risk Managed Income AFLOAXNontraditional Bond—2.95%211.630%Above AverageFront Load$1,000
Donoghue Forlines Risk Managed Income IFLOTXNontraditional Bond—2.45%251.380%HighInstitutional$10,000
Donoghue Forlines Momentum AMOJAXTactical Allocation15.78%12.270%HighFront Load$1,000
Donoghue Forlines Momentum IMOJOXTactical Allocation15.87%12.020%HighInstitutional$10,000
Donoghue Forlines Risk Managed Income CFLOCXNontraditional Bond—2.02%342.380%HighLevel Load$1,000
Donoghue Forlines Dividend APWDAXTactical Allocation7.85%192.040%Above AverageFront Load$1,000
Donoghue Forlines Dividend CPWDCXTactical Allocation7.62%212.790%Above AverageLevel Load$1,000
Donoghue Forlines Dividend IPWDIXTactical Allocation8.08%181.790%Above AverageInstitutional$10,000
Donoghue Forlines Momentum CMOJCXTactical Allocation15.48%13.020%HighLevel Load$1,000
Donoghue Forlines Tactical Allocation AGTAAXTactical Allocation3.48%671.900%Above AverageFront Load$1,000
Donoghue Forlines Tactical Allocation CGLACXTactical Allocation3.26%672.650%Above AverageLevel Load$1,000
Donoghue Forlines Tactical Allocation IGTAIXTactical Allocation3.65%641.650%Above AverageInstitutional$10,000
Donoghue Forlines Tactical Income APWRAXNontraditional Bond—0.42%782.170%HighFront Load$1,000
Donoghue Forlines Tactical Income IPWRIXNontraditional Bond—0.48%751.920%HighInstitutional$10,000
Donoghue Forlines Tactical Income CPWRCXNontraditional Bond—0.11%822.920%HighLevel Load$1,000

Donoghue Forlines Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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