Fund info

Donoghue Forlines Tactical Allocation Fund Class I is an actively managed mutual fund with a primary focus on achieving long-term capital appreciation. The fund employs a tactical allocation strategy, investing across a broad selection of global asset classes including equities, fixed income, and alternative investments through exchange-traded funds (ETFs) and exchange-traded notes (ETNs) listed in the United States. Designed to serve as a core, long-term holding, the fund's strategy is underpinned by four key principles: global diversification, forward-looking fundamental analysis, tactical asset management, and a robust risk management framework. This approach seeks to reduce portfolio risk and volatility while adapting allocations in response to evolving market conditions. The fund's mandate includes the ability to raise cash or invest in short-term Treasuries during periods of heightened volatility. Donoghue Forlines Tactical Allocation Fund Class I is distinguished by its moderate risk profile, quarterly dividend distributions, and its role as a flexible solution for investors seeking a globally diversified, actively managed portfolio with adaptive risk management at its core.