MOJAX Mutual Fund

MOJAX Mutual Fund

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Fund Essentials - as of Aug 31, 2026

Net Assets
$2M
Expense Ratio
2.25%
Dividend Yield (Current)
-
Holdings
51
Inception Date
Dec 23, 2016
Fund Family
Donoghue Forlines LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+31.15%
1 Year+41.23%
3 Year+28.60%
5 Year+12.92%

Asset Allocation

Stocks: 99.60%
Cash: 0.40%
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Top Holdings

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TickerNameWeight
PANWPalo Alto Networks, Inc2.90%
CRWDCrowdstrike Holdings Inc2.85%
MPCMarathon Petroleum Corp2.83%
TGTTARGET CORP2.51%
DELLDell Technologies Inc2.46%
Top 10 Concentration: 25.34%Report Date: Aug 31, 2026
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Dividend Summary

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Latest Distribution
$0.00
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MOJAX Mutual Fund Overview

MOJAX Mutual Fund (DF Tactical Momentum Fund Class A) is managed by Donoghue Forlines LLC with $1.7M in net assets. MOJAX expense ratio is 2.25%, holding 51 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2016-12-23.

MOJAX performance shows a YTD return of 31.15%. The 1-year return is 41.23% and the 5-year return is 12.92%.

MOJAX top holdings include Palo Alto Networks, Inc (2.9%), Crowdstrike Holdings Inc (2.9%), Marathon Petroleum Corp (2.8%), TARGET CORP (2.5%), Dell Technologies Inc (2.5%). Go to all MOJAX holdings, MOJAX sectors, or MOJAX dividends.

MOJAX can be compared against other funds. Use MOJAX overlap to find shared positions, or MOJAX vs another fund for a side-by-side view. MOJAX alternatives are available via the screener, along with tax-loss harvesting opportunities.