MOJAX Mutual Fund

MOJAX Mutual Fund

NAV$18.33
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Fund Essentials - as of Mar 31, 2026

Net Assets
$1M
Expense Ratio
2.25%
Dividend Yield (Current)
20.68%
Holdings
52
Inception Date
Dec 23, 2016
Fund Family
Donoghue Forlines LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+33.28%
1 Year+45.05%
3 Year+28.82%
5 Year+13.71%

Asset Allocation

Stocks: 98.27%
Cash: 1.73%
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Top Holdings

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TickerNameWeight
CIENCiena Corp2.28%
XOMExxon Mobil Corp.2.24%
0RMV:LNTechnipfmc Plc Ordinary Shares2.15%
LITELumentum Holdings Inc2.09%
ONOn Semiconductor Corp2.09%
Top 10 Concentration: 21.10%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
20.68%
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 $1.4M in net assets. MOJAX expense ratio is 2.25%, holding 52 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2016-12-23.

MOJAX performance shows a YTD return of 33.28%. The 1-year return is 45.05% and the 5-year return is 13.71%. MOJAX dividend yield stands at 20.68%, paid annually.

MOJAX top holdings include Ciena Corp (2.3%), Exxon Mobil Corp. (2.2%), Technipfmc Plc Ordinary Shares (2.1%), Lumentum Holdings Inc (2.1%), On Semiconductor Corp (2.1%). 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.