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Morningstar

Donoghue Forlines Momentum I MOJOX

Morningstar Medalist Rating
Medalist Rating as of | See Donoghue Forlines Investment Hub
  • NAV / 1-Day Return 10.71  /  2.10 %
  • Total Assets 10.6 Mil
  • Adj. Expense Ratio
    2.020%
  • Expense Ratio 2.020%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Mid Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield —
  • Turnover 222%

USD | NAV as of Sep 21, 2023 | 1-Day Return as of Sep 21, 2023, 10:29 PM GMT+0

Morningstar’s Analysis MOJOX

Will MOJOX outperform in 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.

Weakness in Donoghue Forlines Momentum I's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MOJOX

More MOJOX Holdings
  • Current Portfolio Date
  • Equity Holdings 50
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 22.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ON Semiconductor Corp

2.29
217,008
Technology

Pure Storage Inc Class A

2.28
216,281
Technology

Marathon Petroleum Corp

2.25
213,497
Energy

Microchip Technology Inc

2.21
210,144
Technology

Builders FirstSource Inc

2.21
209,712
Industrials

Allison Transmission Holdings Inc

2.20
208,878
Consumer Cyclical

Jabil Inc

2.19
208,060
Technology

NVIDIA Corp

2.19
207,944
Technology

Booz Allen Hamilton Holding Corp Class A

2.14
203,293
Industrials

IDEXX Laboratories Inc

2.12
200,812
Healthcare