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Donoghue Forlines Dividend Fund Class C: (MF: PWDCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:27 PM ET

$11.23 USD

+0.04 (0.36%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 9.33 9
3 months 10.68 6
6 months 12.80 17
1 Year 18.72 26
3 Year 11.37 89
5 Year 8.68 84
10 Year 5.14 98

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 16.52
5 Year 8.26
10 Year 4.17
Since Inception 3.00

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 3.34 3.34 7.45 1.53
2024 7.38 -2.57 9.37 -2.88
2023 -5.16 1.17 -4.51 7.75
2022 -0.03 -11.08 -4.35 5.05
2021 15.34 6.34 -3.17 9.70

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.3316.5211.12-1.27-10.6830.29-7.46-3.86-8.8710.3613.13
% Total Return Rel to Index 4.58-1.69-13.89-27.527.521.61-25.87-35.35-4.48-11.421.20
% Total Return Rel to Peer 3.121.47-4.71-16.550.105.95-15.67-29.50-1.31-7.041.81
% Perf Quintile vs Peer* 1.003.000.005.003.001.005.005.004.005.003.00
% Dividends 0.000.050.100.060.010.100.000.100.170.200.08
% Yield 0.000.541.120.680.211.030.001.171.481.580.70
Capital Gains ($) 0.000.000.000.000.000.000.240.002.400.080.00
Expense Ratio 0.002.613.002.770.000.000.000.000.000.000.00

* 1 = Top 20%, 5 = Bottom 20%