Power Momentum Index Fund Quote
| MOJAX Fund | USD 13.62 0.03 0.22% |
PerformanceVery Weak
| Odds Of DistressLow
|
Power Momentum is trading at 13.62 as of the 21st of March 2025; that is 0.22% down since the beginning of the trading day. The fund's open price was 13.65. Power Momentum has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The adviser seeks to achieve the funds objectives by seeking to track the FCF Risk Managed Sector Neutral Momentum Index that provides a formulaic methodology for allocating investments between securities of issuers who demonstrate higher free cash flow and positive momentum and short-term treasuries. More on Power Momentum Index
Moving together with Power Mutual Fund
Power Mutual Fund Highlights
| Fund Concentration | Donoghue Forlines LLC Funds, Large Funds, Tactical Allocation Funds, Tactical Allocation, Donoghue Forlines LLC, Large Growth, Tactical Allocation (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of October 2022 |
| Fiscal Year End | June |
Power Momentum Index [MOJAX] is traded in USA and was established 21st of March 2025. Power Momentum is listed under Donoghue Forlines LLC category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Donoghue Forlines LLC family. This fund now has accumulated 9.46 M in assets with no minimum investment requirementsPower Momentum Index is currently producing year-to-date (YTD) return of 4.43%, while the total return for the last 3 years was 7.16%.
Check Power Momentum Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Power Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Power Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Power Momentum Index Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Power Momentum Index Mutual Fund Constituents
| DAR | Darling Ingredients | Stock | Consumer Staples | |
| TDG | Transdigm Group Incorporated | Stock | Industrials | |
| KNSL | Kinsale Capital Group | Stock | Financials | |
| GPN | Global Payments | Stock | Financials | |
| NFLX | Netflix | Etf | Communication Services | |
| CRWD | Crowdstrike Holdings | Stock | Information Technology | |
| GIS | General Mills | Stock | Consumer Staples | |
| OKE | ONEOK Inc | Stock | Energy |
Power Momentum Index Risk Profiles
| Mean Deviation | 1.17 | |||
| Standard Deviation | 1.5 | |||
| Variance | 2.24 | |||
| Risk Adjusted Performance | (0.07) |
Power Momentum Against Markets
Other Information on Investing in Power Mutual Fund
Power Momentum financial ratios help investors to determine whether Power Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Power with respect to the benefits of owning Power Momentum security.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
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