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Morningstar

Donoghue Forlines Momentum I MOJOX

Morningstar Analyst Rating
Quantitative rating as of | See Donoghue Forlines Investment Hub
  • NAV / 1-Day Return 10.73  /  0.46 %
  • Total Assets 10.3 Mil
  • Adj. Expense Ratio
    2.000%
  • Expense Ratio 2.020%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style —
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 0.00
  • Turnover 222%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

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.

Summary

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Donoghue Forlines Momentum I 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 second-highest quintile among peers.

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