Donoghue Forlines Momentum Fund (MOJOX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MOJOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MOJOX
MOJOX charges 2.00% annually. There are 70 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | MOJOX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | MOJOX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | MOJOX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | MOJOX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | MOJOX vs GPIFX |
Best Risk-Adjusted Alternatives to MOJOX
MOJOX has a PortfoliosLab risk / return rank of 92. There are 4 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 94 | — | Oct 2009 | MOJOX vs ASTIX | |
| Hussman Strategic Total Return Fund | 93 | — | Sep 2002 | MOJOX vs HSTRX | |
| Invesco Balanced-Risk Allocation Fund | 93 | — | Jun 2009 | MOJOX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 93 | — | Jun 2009 | MOJOX vs ABRZX | |
| PIMCO All Asset Fund | 92 | — | Nov 2002 | MOJOX vs PAAIX |
Top Performing MOJOX Alternatives (YTD)
MOJOX is at 41.83% YTD. There is 1 mutual fund in the Tactical Allocation category with a higher YTD return, going as high as 48.26%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 48.26% | — | Sep 2019 | MOJOX vs QEVOX | |
| Teberg Fund | 26.50% | — | Mar 2002 | MOJOX vs TEBRX | |
| Quantified STF Fund | 23.45% | — | Nov 2015 | MOJOX vs QSTFX | |
| Potomac Defensive Bull Fund | 21.40% | — | Jun 2020 | MOJOX vs CRDBX | |
| Invesco Balanced-Risk Allocation Fund | 18.43% | — | Jun 2009 | MOJOX vs ABRYX |
Lowest Volatility Alternatives to MOJOX
MOJOX has 21.42% 1-year volatility. There are 74 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.51% | — | Aug 2012 | MOJOX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.71% | — | Apr 2012 | MOJOX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | MOJOX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.66% | — | Sep 2002 | MOJOX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.72% | — | Aug 2004 | MOJOX vs SFHYX |
Lowest Drawdown Alternatives to MOJOX
MOJOX has a 1-year max drawdown of -8.15%. There are 54 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | MOJOX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | MOJOX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | MOJOX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.48% | — | Sep 2002 | MOJOX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | MOJOX vs ASTIX |
Other Mutual Funds from Donoghue Forlines LLC
The 4 most viewed Donoghue Forlines LLC mutual funds shown here include FLOTX, PWRIX, GTAIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Donoghue Forlines Risk Managed Income Fund | Bank Loan | 32 | -0.16% | — | Dec 2017 | MOJOX vs FLOTX | |
| Donoghue Forlines Tactical Income Fund | Nontraditional Bonds | 17 | 0.30% | — | Sep 2010 | MOJOX vs PWRIX | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 91 | 14.66% | — | Apr 2018 | MOJOX vs GTAIX | |
| Donoghue Forlines Dividend Fund | Tactical Allocation | 83 | 14.96% | — | Nov 2013 | MOJOX vs PWDIX |
Often Compared With MOJOX
Investors most often compare MOJOX with GUG, SMIDX, TFAQX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare MOJOX with Any Fund or Stock
Compare MOJOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MOJOX with funds that move differently
Donoghue Forlines Momentum Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MOJOX.
Explore MOJOX Diversifiers