Morningstar

DF Tactical Momentum Fund Class I MOJOX

Morningstar Medalist Rating
Medalist Rating as of | See Donoghue Forlines Investment Hub
  • NAV / 1-Day Return 19.31  /  −1.23 %
  • Total Assets 60.7M
  • Adj. Expense Ratio
    2.000%
  • Expense Ratio 1.770%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Mid Blend
  • Credit Quality / Interest Rate Sensitivity High/Limited
  • Status Open
  • TTM Yield 0.00
  • Turnover 355%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 1:02 AM GMT+0

Morningstar’s Analysis MOJOX

Will MOJOX 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 MOJOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MOJOX 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 MOJOX’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 I 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 MOJOX

More MOJOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SanDisk Corp Ordinary Shares

4.32 2M
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Micron Technology Inc

3.87 2M
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Fidelity Inv MM Government I

3.43 2M
Cash and Equivalents

ON Semiconductor Corp

3.40 2M
Technology

Western Digital Corp

3.30 2M
Technology

Ciena Corp

2.85 2M
Technology

Lam Research Corp

2.43 1M
Technology

Coherent Corp

2.40 1M
Technology

Corning Inc

2.30 1M
Technology

Analog Devices Inc

2.16 1M
Technology

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