MOJOX – DF Tactical Momentum Fund I Investment Strategy | Morningstar

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Strategy

The investment seeks capital growth with a secondary objective of generating income. The adviser seeks to achieve the fund’s objectives by seeking to track the DF Risk-Managed Momentum Index that provides a formulaic methodology for allocating investments between securities of issuers who demonstrate positive free cash flow and positive momentum and short-term treasuries. The index and the fund will allocate 100% to the equity portfolio when the shorter-term exponential moving average indicator is in a bullish position.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MOJOX	DF Tactical Momentum Fund Class I	Institutional	Open			Dec 23, 2016	$78.96M	2.000%	High	$10,000	$23.39M
MOJAX	DF Tactical Momentum Fund Class A	Front Load	Open			Dec 23, 2016	$1.62M	2.250%	High	$1,000	$341,299.91
MOJCX	DF Tactical Momentum Fund Class C	Level Load	Open			Dec 23, 2016	$1.31M	3.000%	High	$1,000	$442,498.51

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