DF Tactical Momentum Fund Class C (MOJCX)

Fund Assets	58.76M
Expense Ratio	3.00%
Min. Investment	$1,000
Turnover	355.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 26, 2025

Previous Close	16.57
YTD Return	34.84%
1-Year Return	47.27%
5-Year Return	78.57%
52-Week Low	12.37
52-Week High	17.65
Beta (5Y)	0.89
Holdings	51
Inception Date	Dec 23, 2016

About MOJCX

The Donoghue Forlines Momentum Fund Class C is a mutual fund designed to focus on capital growth with a secondary goal of generating income. It invests in companies that exhibit strong momentum and growth potential, often employing a diversified mix of sectors to manage volatility. The fund incorporates tactical overlays to mitigate significant market downturns. With its primary objective centered on investing in quality stocks, it plays a role in the financial market by providing investors with a strategy that seeks to capitalize on the momentum of rapidly growing companies. The fund is suitable for investors seeking growth-oriented investments across various sectors.

• Fund Family: Donoghue Forlines LLC
• Category: Tactical Allocation
• Performance Rating: High
• Risk Rating: High
• Stock Exchange: NASDAQ
• Ticker Symbol: MOJCX
• Share Class: Class C Shares
• Index: Russell 1000 TR USD

Performance

MOJCX had a total return of 47.27% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.34%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MOJOX	Class I Shares	2.00%
MOJAX	Class A Shares	2.25%

Top 10 Holdings

23.80% of assets

Name	Symbol	Weight
Astera Labs, Inc.	ALAB	2.66%
Sandisk Corporation	SNDK	2.52%
Intel Corporation	INTC	2.37%
Western Digital Corporation	WDC	2.37%
Affirm Holdings, Inc.	AFRM	2.36%
Palo Alto Networks, Inc.	PANW	2.36%
Micron Technology, Inc.	MU	2.36%
Advanced Micro Devices, Inc.	AMD	2.34%
MasTec, Inc.	MTZ	2.26%
Fidelity Inv MM Government I	FIGXX	2.21%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 26, 2025	$3.726	Dec 29, 2025
Dec 26, 2024	$0.3039	Dec 27, 2024
Dec 26, 2019	$0.4455	Dec 26, 2019
Dec 26, 2018	$0.5702	Dec 26, 2018
Dec 27, 2017	$0.498	Dec 27, 2017
Mar 30, 2017	$0.0137	Mar 30, 2017

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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