Donoghue Forlines Momentum Strategy

Disclosures:

The views expressed are current as of the date of publication and are subject to change without notice. There can be no assurance that markets, sectors or regions will perform as expected. These views are not intended as investment, legal or tax advice. Investment advice should be customized to individual investors objectives and circumstances. Legal and tax advice should be sought from qualified attorneys and tax advisers as appropriate. Use of products, materials and services available through Donoghue Forlines may be subject to approval by your home office. All of the products or services described on this website may not be available to you.

This information is not personalized investment advice or an investment recommendation. It is intended as one of many inputs to help third party financial advisors develop investment recommendations and build portfolios for their clients. Those financial advisors are responsible for determining how to incorporate the information into their investment recommendations and portfolio construction. Fund investors should carefully consider a fund’s investment objectives, risks, sales charges and expenses before investing. This and other information about a fund is available in its prospectus which can be obtained from your financial advisor. Separately managed account (SMA) investors should carefully consider the portfolio’s investment strategy, risks, trading costs and fees before investing. This information can be obtained from your financial advisor. Financial advisors may access Donoghue Forlines model portfolios through several TAMP platforms. The financial advisor is solely responsible for implementing model portfolios within their client accounts. Donoghue Forlines maintains the model portfolios and communicates changes through the TAMP platforms.

Past performance does not guarantee future results and there is no assurance that the portfolio will achieve its investment objectives.

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Morningstar RatingTM for Separate Accounts
The Morningstar RatingTM for funds, or “star rating”, is calculated for separate accounts with at least a three-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics.

In July, 2025, Morningstar published its star ratings for periods ended June 30, 2025. Morningstar calculated the Overall Morningstar Rating for the DF Momentum Portfolio as five stars based on the portfolio’s risk-adjusted return from its inception (March 1, 2016) through June 30, 2025. Overall rating out of 287 US SA Tactical Allocation separate accounts as of June 30, 2025. Morningstar ratings are determined quarterly and the DF Momentum Portfolio may receive a different rating in the future. Please contact us for the most recent Morningstar Rating.

Donoghue Forlines believes that any questionnaire or survey used by Morningstar in the preparation of third-party ratings is structured to make it equally easy for a participant to provide favorable and unfavorable responses, and is not designed or prepared to produce any predetermined result. Donoghue Forlines has compensated Morningstar in connection with using the third-party rating. Donoghue Forlines is not affiliated with Morningstar.