Donoghue Forlines Mutual Funds List
Here you can find all mutual funds issued by Donoghue Forlines and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 1.47%
- Avg. 1 Year Return
- 18.06%
- Avg. 5 Year Return
- 6.40%
- Median Risk/Return Score
- 84 / 100
Donoghue Forlines Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Donoghue Forlines Risk Managed Income Fund | Bank Loan | Dec 26, 2017 | 1.07% | -0.28% | — | 6.70% | 32 | ||||||||
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | Apr 5, 2018 | 1.20% | 11.32% | — | 5.13% | 86 | ||||||||
| Donoghue Forlines Momentum Fund | Tactical Allocation | Dec 22, 2016 | 2.00% | 28.58% | — | 20.86% | 84 | ||||||||
| Donoghue Forlines Dividend Fund | Tactical Allocation | Nov 6, 2013 | 1.56% | 19.14% | 5.88% | 1.83% | 92 | ||||||||
| Donoghue Forlines Tactical Income Fund | Nontraditional Bonds | Sep 13, 2010 | 1.53% | 0.41% | 1.66% | 3.84% | 24 |
Explore top Donoghue Forlines Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Donoghue Forlines Mutual funds by Risk/Return Score
The top Donoghue Forlines Mutual funds by PortfoliosLab Risk/Return Score are PWDIX (92) and GTAIX (86).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Donoghue Forlines Dividend Fund | 92 | — | Nov 2013 | |
| Donoghue Forlines Tactical Allocation Fund | 86 | — | Apr 2018 | |
| Donoghue Forlines Momentum Fund | 84 | — | Dec 2016 | |
| Donoghue Forlines Risk Managed Income Fund | 32 | — | Dec 2017 | |
| Donoghue Forlines Tactical Income Fund | 24 | — | Sep 2010 |
Best-Performing Donoghue Forlines Mutual funds Over 5 Years
The top Donoghue Forlines Mutual funds is MOJOX (12.70%).
Across the lineup, Donoghue Forlines Mutual funds show an average 1-year return of 18.06% and an average 5-year return of 6.40%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Donoghue Forlines Momentum Fund | 12.70% | — | Dec 2016 | |
| Donoghue Forlines Dividend Fund | 8.79% | — | Nov 2013 | |
| Donoghue Forlines Tactical Allocation Fund | 6.57% | — | Apr 2018 | |
| Donoghue Forlines Risk Managed Income Fund | 2.77% | — | Dec 2017 | |
| Donoghue Forlines Tactical Income Fund | 1.17% | — | Sep 2010 |
Lowest-Cost Donoghue Forlines Mutual funds
The top Donoghue Forlines Mutual funds is FLOTX (1.07%).
With an average expense ratio of 1.47%, Donoghue Forlines Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Donoghue Forlines Risk Managed Income Fund | 1.07% | — | Dec 2017 | |
| Donoghue Forlines Tactical Allocation Fund | 1.20% | — | Apr 2018 | |
| Donoghue Forlines Tactical Income Fund | 1.53% | — | Sep 2010 | |
| Donoghue Forlines Dividend Fund | 1.56% | — | Nov 2013 | |
| Donoghue Forlines Momentum Fund | 2.00% | — | Dec 2016 |
Highest-Yield Donoghue Forlines Mutual funds
The top Donoghue Forlines Mutual funds is MOJOX (20.86%).
Across the lineup, Donoghue Forlines Mutual funds show an average dividend yield of 7.67%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Donoghue Forlines Momentum Fund | 20.86% | — | Dec 2016 | |
| Donoghue Forlines Risk Managed Income Fund | 6.70% | — | Dec 2017 | |
| Donoghue Forlines Tactical Allocation Fund | 5.13% | — | Apr 2018 | |
| Donoghue Forlines Tactical Income Fund | 3.84% | — | Sep 2010 | |
| Donoghue Forlines Dividend Fund | 1.83% | — | Nov 2013 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
MOJOX vs. GUGMOJOX vs. PAUIXMOJOX vs. SMIDXMOJOX vs. ABRZXMOJOX vs. TFAQXFLOTX vs. CAPIXFLOTX vs. RCRIXFLOTX vs. PYFRXFLOTX vs. DFLYXFLOTX vs. JFIIXPWRIX vs. AFLIXPWRIX vs. EGRIXPWRIX vs. DFLEXPWRIX vs. DCAIXPWRIX vs. BGCIXGTAIX vs. GIPIXGTAIX vs. HSTRXGTAIX vs. GPIFXGTAIX vs. CRDBXGTAIX vs. ABRZXPWDIX vs. QQQPWDIX vs. ABRZXPWDIX vs. HFSAXPWDIX vs. CRDBXPWDIX vs. QEVOX