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
3 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 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 |
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.
Loading charts...
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 |
Top Mutual funds Issuers
Fidelity · 973 Mutual fundsBlackRock · 356 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsDimensional · 107 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsPrincipal · 71 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 62 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.