MOJCX Mutual Fund

MOJCX Mutual Fund

NAV$16.92
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Fund Essentials - as of Jul 31, 2026

Net Assets
$1M
Expense Ratio
3.00%
Dividend Yield (Current)
22.47%
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+32.66%
1 Year+44.00%
3 Year+27.00%
5 Year+12.42%

Asset Allocation

Stocks: 97.79%
Cash: 2.21%
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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)
22.47%
Frequency
Annually
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 $1.2M in net assets. MOJCX expense ratio is 3.00%, holding 52 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2016-12-23.

MOJCX performance shows a YTD return of 32.66%. The 1-year return is 44.00% and the 5-year return is 12.42%. MOJCX dividend yield stands at 22.47%, paid annually.

MOJCX 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 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.