Donoghue Forlines Momentum Fund Class A (MOJAX)

Overview

The adviser's investment strategy revolves around the FCF Risk Managed Sector Neutral Momentum Index. This index employs a formulaic methodology aiming at balancing investments between issuers showcasing superior free cash flow and positive momentum, alongside allocations in short-term treasuries. Central to this strategy is the index’s reliance on a shorter-term exponential moving average indicator to determine its bullish stance, mandating a 100% equity portfolio allocation under such conditions. The fund's objectives are thus tightly aligned with tracking this unique index, focusing on a dynamic and responsive approach to market signals and cash flow metrics.

Products and Services

• FCF Risk Managed Sector Neutral Momentum Index Tracking

  This service revolves around a specialized index that prioritizes issuers with strong free cash flow and positive momentum for investment. The index uses a formulaic approach to allocate investments efficiently between promising equities and the security of short-term treasuries, adjusting the portfolio based on the market's mood as indicated by a specific moving average indicator.

• Equity Portfolio Management

  When the market conditions are favorable, as indicated by the advisory's chosen bullish moving average indicator, the fund commits 100% of its assets to an equity portfolio. This strategy ensures that the fund is positioned to capitalize on market uptrends, reflecting an aggressive but calculated approach to asset allocation, predicated on meticulous market analysis.