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Donoghue Forlines Risk Managed Income I FLOTX

Quantitative rating as of | See Donoghue Forlines Investment Hub
  • NAV / 1-Day Return 9.58  /  0.00
  • Total Assets 77.9 Mil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Bank Loan
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.56%
  • Effective Duration 0.36 years

Morningstar’s Analysis FLOTX

Will FLOTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Donoghue Forlines Risk Managed Income I earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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