Donoghue Forlines’ DF Global Tactical Equity SMA receives 5-Star Overall Morningstar Rating as of September 30, 2026

The DF Global Tactical Equity SMA achieved a 5-Star Overall Morningstar Rating in the US SA Tactical Allocation Category out of 265 separate account strategies

BOSTON, MA, UNITED STATES, November 4, 2026 /EINPresswire.com/ — Donoghue Forlines announces that the DF Global Tactical Equity SMA achieved a 5-Star Overall Morningstar Rating in the US SA Tactical Allocation Category as of September 30, 2026 out of 265 separate account strategies in the US SA Tactical Allocation category. The DF Global Tactical Equity SMA also has a 3-Year 5 star rating out of 265 separate account strategies, and a 5-Year 5 star rating out of 259 separate account strategies.

The DF Global Tactical Equity SMA Seeks to achieve strong capital appreciation while using its tactical nature to preserve capital during times of market stress. It invests primarily in equities, and to a much lesser extent fixed income and alternatives. The strategy takes a long-term secular view with tactical positioning during the shorter-term business and credit cycles.

The DF Global Tactical Portfolios are long-term investments, presenting growth potential and risk management across all asset classes, and are used as the risk-managed core of a client’s portfolio. The team invests in exchange-traded funds (ETFs) and mutual funds based on a long-term secular view with tactical positioning during the shorter-term business and credit cycles. The DF Global Tactical Equity SMA can be found in the suite of Global Tactical model portfolios and is available at Envestnet, Fidelity FMAX, LPL MWP, and most major platforms. The full list can be found on our website: Donoghue Forlines Availability

About Donoghue Forlines LLC

Donoghue Forlines is an SEC-registered investment advisor founded in 1986. The firm manages rules-based, tactically-driven strategies for individual investors, corporations, and institutions, including retirement plans and trusts. Its investment approach is grounded in the belief that a static buy-and-hold posture is insufficient for clients who need to both grow and preserve wealth over time.

Disclosures

DF Global Tactical Equity Portfolio composite was created January 1, 2018.
Results are based on fully discretionary accounts under management, including those accounts no longer with the firm. Individual portfolio returns are calculated monthly in U.S. dollars. These returns represent investors domiciled primarily in the United States. Past performance is not indicative of future results. Performance reflects the re-investment of dividends and other earnings.

Policies for valuing portfolios, calculating performance, and preparing compliant presentations are available upon request. For a compliant presentation and/or the firm’s list of composite descriptions, please contact 800‐642‐4276 or info@donoghueforlines.com.

Fee Schedule
The investment management fee schedule for all portfolios is: Client Assets = All Assets; Annual Fee % = 0.00%. Actual investment advisory fees incurred may vary and should be confirmed with your financial advisor.

Each portfolio includes holdings on which Donoghue Forlines may receive management fees as the adviser and/or subadvisor or from separate revenue sharing agreements. Please see the prospectuses for additional disclosure.

Net 3% Returns
For all portfolios, net 3% returns are presented net of a hypothetical maximum fee of three percent (3%). Actual fees applicable to an individual investor’s account will vary and no individual investor may incur a fee as high as 3%. Please consult your financial adviser for fees applicable to your account.

The Dow Jones Moderately Aggressive Index is a multi-asset index designed to reflect a portfolio with a moderate risk profile. It targets an 80% risk level, as measured by the downside risk of the Dow Jones Global Stock CMAC Index, over a 36-month period. This risk profile is achieved through an allocation of stocks, bonds, and cash.

Index performance results are unmanaged, do not reflect the deduction of transaction and custodial charges, or the deduction of a management fee, the incurrence of which would have the effect of decreasing indicated historical performance results. You cannot invest directly in an Index. Economic factors, market conditions and investment strategies will affect the performance of any portfolio, and therefore are not assurances that it will match or outperform any particular benchmark.

© 2026 Morningstar, Inc. All rights reserved. The information contained herein:

(1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Morningstar Rating™ for Separate Accounts

The Morningstar Rating™ for separate accounts, 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 November 2026, Morningstar published its star ratings for periods ended September 30, 2026. Morningstar calculated the Overall Morningstar Rating for the DF Global Tactical Equity SMA as five stars based on the portfolio’s risk-adjusted return from its inception (January 1, 2018) through September 30, 2026. Overall 5 star rating out of 265 US SA Tactical Allocation funds as of September 30, 2026. A 3-Year 5 star rating out of 265 US SA Tactical Allocation funds as of September 30, 2026. A 5-Year 5 star rating out of 259 US SA Tactical Allocation funds as of September 30, 2026. Morningstar ratings for separate accounts are determined quarterly, and the DF Global Tactical Equity SMA may receive a different rating in the future. Please contact us at 800-642-4276 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 is not affiliated with Morningstar.

Advisor Relations
Donoghue Forlines
+1 800-642-4276
advisorrelations@donoghueforlines.com
Visit us on social media:
LinkedIn