Morningstar

DF Tactical Momentum Fund Class C MOJCX

Morningstar Medalist Rating
Medalist Rating as of | See Donoghue Forlines Investment Hub
  • NAV / 1-Day Return 16.96  /  +0.59 %
  • Total Assets 81.9M
  • Adj. Expense Ratio
    3.000%
  • Expense Ratio 2.660%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Limited
  • Status Open
  • TTM Yield 0.00
  • Turnover 287%

USD | NAV as of Oct 07, 2026 | 1-Day Return as of Oct 07, 2026, 12:44 AM GMT+0

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 25.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palo Alto Networks Inc

2.90 2M
Technology

CrowdStrike Holdings Inc Class A

2.85 2M
Technology

Marathon Petroleum Corp

2.83 2M
Energy

Target Corp

2.51 2M
Consumer Defensive

Dell Technologies Inc Ordinary Shares - Class C

2.46 2M
Technology

Fortinet Inc

2.46 2M
Technology

Affirm Holdings Inc Ordinary Shares - Class A

2.37 2M
Financial Services

State Street Corp

2.36 2M
Financial Services

Bank of New York Mellon Corp

2.30 2M
Financial Services

NetApp Inc

2.30 2M
Technology

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