MOJCX Mutual Fund

MOJCX Mutual Fund

NAV$17.26
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Fund Essentials - as of Aug 31, 2026

Net Assets
$1M
Expense Ratio
3.00%
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+30.42%
1 Year+40.20%
3 Year+28.56%
5 Year+12.57%

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

MOJCX Mutual Fund Overview

MOJCX Mutual Fund (DF Tactical Momentum Fund Class C) is managed by Donoghue Forlines LLC with $1.3M in net assets. MOJCX expense ratio is 3.00%, holding 51 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2016-12-23.

MOJCX performance shows a YTD return of 30.42%. The 1-year return is 40.20% and the 5-year return is 12.57%.

MOJCX 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 MOJCX holdings, MOJCX sectors, or MOJCX dividends.

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