Power Momentum Index Fund Quote
| MOJCX Fund | USD 14.15 0.12 0.84% |
Performance12 of 100
| Odds Of DistressLess than 19
|
Power Momentum is trading at 14.15 as of the 29th of November 2024; that is 0.84 percent decrease since the beginning of the trading day. The fund's open price was 14.27. Power Momentum has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Power Momentum Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. 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
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Moving against Power Mutual Fund
Power Mutual Fund Highlights
| Fund Concentration | Donoghue Forlines LLC Funds, Large Growth Funds, Tactical Allocation Funds, Tactical Allocation, Donoghue Forlines LLC, Large Growth, Tactical Allocation (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of October 2022 |
| Fiscal Year End | June |
Power Momentum Index [MOJCX] is traded in USA and was established 29th of November 2024. 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 27.72%, while the total return for the last 3 years was 4.57%.
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
| PTON | Peloton Interactive | Stock | Consumer Discretionary | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| DIS | Walt Disney | Stock | Communication Services | |
| AGIO | Agios Pharm | Stock | Health Care | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| ROKU | Roku Inc | Stock | Communication Services | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| SIVB | SVB Financial Group | Stock | Financials |
Power Momentum Index Risk Profiles
| Mean Deviation | 0.71 | |||
| Semi Deviation | 0.9269 | |||
| Standard Deviation | 0.9614 | |||
| Variance | 0.9243 |
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.
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