MOJAX Mutual Fund

MOJAX Mutual Fund

NAV$18.56
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Fund Essentials - as of Jul 31, 2026

Net Assets
$2M
Expense Ratio
2.25%
Dividend Yield (Current)
20.45%
Holdings
51
Inception Date
Dec 23, 2016
Fund Family
Donoghue Forlines LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+34.76%
1 Year+47.31%
3 Year+28.60%
5 Year+12.92%

Asset Allocation

Stocks: 99.87%
Cash: 0.13%
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Top Holdings

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TickerNameWeight
PANWPalo Alto Networks, Inc2.50%
MPCMarathon Petroleum Corp2.38%
CRWDCrowdstrike Holdings Inc2.34%
DDOGDatadog Inc2.34%
FTNTFortinet Inc2.31%
Top 10 Concentration: 23.18%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
20.45%
Frequency
Annually
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 $1.6M 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 34.76%. The 1-year return is 47.31% and the 5-year return is 12.92%. MOJAX dividend yield stands at 20.45%, paid annually.

MOJAX top holdings include Palo Alto Networks, Inc (2.5%), Marathon Petroleum Corp (2.4%), Crowdstrike Holdings Inc (2.3%), Datadog Inc (2.3%), Fortinet Inc (2.3%). 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.