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 Mutual Funds List

1 to 15 of 15 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
DF Tactical Momentum Fund Class IMOJOXTactical Allocation
38.16%11.660%Above AverageInstitutional$10,000
DF Tactical Momentum Fund Class AMOJAXTactical Allocation
37.87%11.910%Above AverageFront Load$1,000
DF Tactical Momentum Fund Class CMOJCXTactical Allocation
36.94%12.660%Above AverageLevel Load$1,000
DF Tactical Allocation Fund Class IGTAIXTactical Allocation
14.16%121.600%Above AverageInstitutional$10,000
DF Tactical Allocation Fund Class CGLACXTactical Allocation
13.16%152.600%Above AverageLevel Load$1,000
DF Tactical Allocation Fund Class AGTAAXTactical Allocation
13.87%131.850%Above AverageFront Load$1,000
DF Tactical Dividend Fund Class CPWDCXTactical Allocation
19.12%42.550%AverageLevel Load$1,000
DF Tactical Dividend Fund Class APWDAXTactical Allocation
19.82%41.800%AverageFront Load$1,000
DF Tactical Yield Fund Class AFLOAXNontraditional Bond—0.04%682.080%HighFront Load$1,000
DF Tactical Yield Fund Class IFLOTXNontraditional Bond—0.13%661.830%HighInstitutional$10,000
DF Tactical Dividend Fund Class IPWDIXTactical Allocation
20.02%31.550%Above AverageInstitutional$10,000
DF Tactical Income Fund Class APWRAXNontraditional Bond—1.10%421.980%HighFront Load$1,000
DF Tactical Income Fund Class CPWRCXNontraditional Bond—0.45%572.730%HighLevel Load$1,000
DF Tactical Income Fund Class IPWRIXNontraditional Bond—1.25%391.730%HighInstitutional$10,000
DF Tactical Yield Fund Class CFLOCXNontraditional Bond—−0.61%812.830%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 assess a fund's ability to outperform its Morningstar Category index after fees.

  • 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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