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Donoghue Forlines Tactical Income A PWRAX

Medalist Rating as of | See Donoghue Forlines Investment Hub
  • NAV / 1-Day Return 8.65  /  0.00
  • Total Assets 66.9 Mil
  • Adj. Expense Ratio
    2.100%
  • Expense Ratio 2.100%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.72%
  • Effective Duration 1.70 years

Morningstar’s Analysis PWRAX

Will PWRAX outperform in future?

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

Weakness in Donoghue Forlines Tactical Income A'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.

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Portfolio Holdings PWRAX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 9
  • % Assets in Top 10 Holdings 97.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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