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Donoghue Forlines Tactical Income Fund Class I: (MF: PWRIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:49 PM ET

$8.78 USD

+0.01 (0.11%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.44 68
3 months 0.33 85
6 months 1.60 80
1 Year 1.53 94
3 Year 5.26 96
5 Year 2.11 95
10 Year 2.10 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 3.57
5 Year 1.80
10 Year 2.02
Since Inception 2.06

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.94 -0.23 1.05 0.78
2024 1.50 -0.13 4.04 -0.85
2023 1.59 1.81 0.75 3.71
2022 -3.04 -5.55 -2.77 1.77
2021 0.44 3.14 -1.04 0.57

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.443.574.568.08-9.383.10-4.549.06-2.073.425.94
% Total Return Rel to Index -0.50-5.12-3.61-5.361.79-2.17-11.67-5.240.00-4.08-11.19
% Total Return Rel to Peer -0.44-3.67-2.86-3.32-0.38-1.48-9.37-2.620.46-2.06-5.74
% Perf Quintile vs Peer* 5.005.000.005.002.005.005.004.003.005.005.00
% Dividends 0.000.190.430.330.030.270.100.180.370.390.06
% Yield 0.002.064.602.080.382.731.081.693.783.710.63
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.001.551.521.571.531.451.361.291.291.271.28

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