MOJCX

Index

Donoghue Forlines Momentum Fund

Category: US Equity (9,528 funds)

Expense Ratio
3.00%
Annual Cost per $10K
$300.00
30-Year Fee Drag per $10K
$43,689
at 7% annual return
Fund Type
Mutual Fund
Index
Trailing 12-Month
+19.16%

Asset Allocation

US Equity
89%
Intl Equity
10%
Cash
2%

Fee Comparison

MOJCX
3.00%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

183% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+59.26%3Y
Compare to

Fee Impact Calculator

$
%
MOJCX at 3.00%$162,170
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$218,443
Cost vs index fund−$215,254

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
MOJCXDonoghue Forlines Momentum Fund3.00%
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MEGBXMFS Growth Fund1.58%
FHCLXSelect Health Care Portfolio
JDVFXDisciplined Value Fund1.71%
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BPTUXBaron Partners Fund1.99%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
WFPCXAllspring Special Mid Cap Value Fund1.87%
FACGXFidelity Advisor Growth Opportunities Fund1.49%
FRGSXFranklin Growth Fund1.54%
PMAQXMidCap Fund1.46%
RRMGXT. Rowe Price Mid-Cap Growth Fund, Inc.1.29%
TWCCXUltra Fund1.89%
CDIRXColumbia Dividend Income Fund1.15%
FINHXFidelity Equity-Income Fund
PFFAVirtus InfraCap U.S. Preferred Stock ETF2.48%
HDGRXTHE HARTFORD DIVIDEND AND GROWTH FUND1.34%
OAKMOakmark U.S. Large Cap ETF
VVIPXVoya VACS Index Series S Portfolio
MFRBXMFS Research Fund1.52%
RRFDXT. Rowe Price Equity Income Fund1.25%
ECASXEaton Vance Atlanta Capital SMID-Cap Fund1.87%
FRDRXFranklin Rising Dividends Fund1.08%
COHIXCoho Relative Value Equity Fund
RRMVXT. Rowe Price Mid-Cap Value Fund, Inc.1.35%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
PAALXPIMCO All Asset Fund2.11%
FDNRXFranklin Dynatech Fund1.07%
FNITXFidelity Advisor New Insights Fund1.15%
CSECXCalvert Equity Fund1.65%
DCCCXMacquarie Small Cap Core Fund1.81%
MCVRXMFS Mid Cap Value Fund1.24%
FSIUXInvesco Dividend Income Fund1.69%
NLSAXNeuberger Berman Long Short Fund1.68%
LIACXColumbia Acorn Fund1.82%
LMPLXClearBridge Large Cap Growth Fund1.33%
JCLBXMultimanager Lifestyle Balanced Portfolio2.02%
JCLGXMultimanager Lifestyle Growth Portfolio2.08%
RSECXU.S. Strategic Equity Fund1.85%
TEGAXTouchstone Strategic Trust-Touchstone Mid Cap Growth Fund2.00%
CAPEXEaton Vance Tax-Managed Growth Fund 1.0
VLNPXVoya Small Cap Growth Fund2.01%
FKMCXFidelity Mid-Cap Stock Fund1.69%
LAFCXLORD ABBETT AFFILIATED FUND INC1.44%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
CSCIXCohen & Steers Real Estate Securities Fund1.75%
OASGXOptimum Small-Mid Cap Growth Fund2.19%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
AGWRXGrowth Fund1.39%
GTECXGateway Fund1.70%
ECFAXEaton Vance Floating-Rate Advantage Fund2.35%
MLRMXNYLI Winslow Large Cap Growth Fund1.19%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
FRVFXFranklin Small Cap Value Fund1.72%
THGCXThornburg International Equity Fund2.17%
FAEGXFidelity Advisor Equity Growth Fund1.17%
ACSLXSelect Fund1.90%
MITBXMassachusetts Investors Trust1.45%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
HGICXHARTFORD CORE EQUITY FUND1.45%
WFOPXAllspring Opportunity Fund1.92%
SPFCXPGIM Jennison Focused Growth Fund1.78%
BGRFXBARON GROWTH FUND1.34%
AFYCXBahl and Gaynor Income Growth Fund1.83%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
NDVAXMFS New Discovery Value Fund1.46%
VVICXVoya VACS Index Series SC Portfolio
POLRXPolen Growth Fund1.22%
MSHLXGROWTH PORTFOLIO1.37%
GSPQXGoldman Sachs U.S. Equity Dividend and Premium Fund1.76%
FTCHXInvesco Technology Fund1.76%
VVIMXVoya VACS Index Series MC Portfolio
KTCCXDWS Science and Technology Fund1.75%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
ISTNXMacquarie Science and Technology Fund1.42%
LMPPXClearBridge Appreciation Fund1.24%
BGSAXBlackRock Technology Opportunities Fund1.92%
LMMRXClearBridge Dividend Strategy Fund1.35%
HAGCXCarillon Eagle Mid Cap Growth Fund1.71%
NECCXNatixis U.S. Equity Opportunities Fund1.82%
PASSXT. Rowe Price Small-Cap Stock Fund, Inc.1.15%
RTLAXTax-Managed U.S. Large Cap Fund1.16%
HQIRXTHE HARTFORD EQUITY INCOME FUND1.36%
AFDCXLarge Cap Equity Fund1.79%
OSPAXInvesco SteelPath MLP Alpha Fund2.08%
RAANXAltegris/AACA Opportunistic Real Estate Fund2.45%
PCEFInvesco CEF Income Composite ETF2.71%
JENIXThe Jensen Quality Growth Fund Inc1.26%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
CSJCXCohen & Steers Realty Shares1.80%
RYCOXNASDAQ-100 Fund2.27%
ALVCXAmerican Beacon Large Cap Value Fund1.73%
KDHCXDWS CROCI(R) Equity Dividend Fund1.78%
BSCFXBARON SMALL CAP FUND1.30%
JCLAXMultimanager Lifestyle Aggressive Portfolio2.13%
BARAXBARON ASSET FUND1.29%
JSECXJPMorgan Small Cap Equity Fund1.24%
JLCYXFundamental Large Cap Core Fund1.16%

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