Skip to Content

Donoghue Forlines

Donoghue Forlines Parent Rating


Donoghue Forlines lags peer asset managers in a number of stewardship qualities, resulting in a Low Parent Pillar rating. Donoghue Forlines open-end and exchange-traded products are more expensive than similarly distributed funds at other highly-rated asset managers, on average in the most expensive quintile of category peers. The higher expense profile contributes negatively to the firm's overall stewardship rating and creates a larger performance hurdle. The firm's risk-adjusted performance is poor. Across all open-end and exchange-traded products, the firm’s average 10-year Morningstar Rating is 2.3 stars. Donoghue Forlines fails to showcase longevity among its product shelf, as evidenced by its five-year success ratio. This means that, over this time period, only 0% of its roster has been able to survive and beat its respective category median. A low success ratio not only indicates poor performance but also raises flags about a firm’s discipline around investment strategy and product development.

Donoghue Forlines Investments


US Open-end ex MM ex FoF ex Feeder

Total Net Assets

40.75 Mil

Investment Flows (TTM)

−8.65 Mil

Asset Growth Rate (TTM)


# of Share Classes


Highest Rated Investments

See All Donoghue Forlines Funds
Morningstar Rating # of Share Classes
Not Rated 0
The Morningstar Star Rating for Funds is a purely quantitative measure of a fund's past performance, measured from one to five stars. Star ratings are calculated at the end of every month. Investments must have at least 36 continuous months of total returns to receive a rating.

Quick Definitions: Key Morningstar Terms

Sponsor Center