Morningstar

DF Tactical Momentum Fund Class C MOJCX

Morningstar Medalist Rating
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Medalist Rating as of See Donoghue Forlines Investment Hub
  • NAV / 1-Day Return $17.28  /  +2.01 %
  • Fund Size $83.8M
  • Adjusted Expense Ratio 2.660%
  • Net Expense Ratio 2.660%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Tactical Allocation
  • Equity Style Box (Funds) Mid Blend
  • Fixed-Income Style Box (Funds) High/Limited
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 287%
NAV and 1-Day Return as of

Morningstar’s Analysis MOJCX

Will MOJCX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MOJCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MOJCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MOJCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DF Tactical Momentum Fund C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MOJCX

More MOJCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Amgen Inc

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Arista Networks Inc

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