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Donoghue Forlines Tactical Income A PWRAX

Quantitative rating as of | See Donoghue Forlines Investment Hub
  • NAV / 1-Day Return 8.83  /  0.23 %
  • Total Assets 44.6 Mil
  • Adj. Expense Ratio
    1.780%
  • Expense Ratio 2.100%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.26%
  • Effective Duration 4.06 years

Morningstar’s Analysis PWRAX

Will PWRAX outperform in future?

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

Summary

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Donoghue Forlines Tactical Income A earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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