Donoghue Forlines strategies land PSN Top Guns rankings

Donoghue Forlines said three of its tactical strategies were named to YCharts’ PSN Top Guns list for Q2 2026 after ranking in the top 10 of their universes for 1-year and/or 3-year periods ended June 30, 2026. The recognition highlights strong gross returns across large-cap and global balanced categories and gives the firm fresh third-party marketing cred.

Why it matters: - The PSN Top Guns list is a widely used performance screen for investment professionals, so the rankings give Donoghue Forlines third-party validation of its tactical approach. - The awards can help the firm market strategies to advisors, institutions and retirement-plan sponsors looking for managers with recent relative performance strength. - The recognition covers separately managed accounts, managed accounts and managed ETF strategies.

What happened: - Donoghue Forlines said three strategies were named to the PSN Top Guns list for Q2 2026: DF Tactical Momentum, DF Global Tactical Equity and DF Global Tactical Growth. - YCharts published the list after acquiring Zephyr’s PSN business. - The rankings are based on gross returns through June 30, 2026. - DF Tactical Momentum ranked in the top 10 of 929 strategies in the PSN Large Cap Universe for both the 1-year and 3-year periods. - DF Global Tactical Equity ranked in the top 10 of 468 strategies in the PSN Global / Intl Balanced Universe for both the 1-year and 3-year periods. - DF Global Tactical Growth ranked in the top 10 of 468 strategies in the same universe for the 1-year period.

The details: - DF Tactical Momentum is a rules-based separately managed account that seeks moderately aggressive capital appreciation. - The strategy invests in large- and mid-cap companies with strong price momentum. - The strategy uses tactical overlays intended to shift toward a more defensive posture during severe market downturns. - DF Global Tactical Equity seeks strong capital appreciation and invests primarily in equities. - DF Global Tactical Equity also uses a tactical overlay designed to help preserve capital during periods of market stress. - DF Global Tactical Growth invests globally across equities, fixed income and alternatives. - DF Global Tactical Growth aims for greater capital appreciation than Donoghue Forlines’ flagship DF Global Tactical Allocation portfolio. - Over the trailing 12 months ended June 30, 2026, DF Tactical Momentum returned 68.6% gross and 63.7% net of a 3% fee assumption. - Over the trailing 3 years, DF Tactical Momentum returned 37.5% gross annualized and 33.5% net of a 3% fee assumption annualized. - Over the trailing 12 months, DF Global Tactical Equity returned 37.1% gross and 33.1% net of a 3% fee assumption. - Over the trailing 3 years, DF Global Tactical Equity returned 22.0% gross annualized and 18.4% net of a 3% fee assumption annualized. - Over the trailing 12 months, DF Global Tactical Growth returned 32.1% gross and 28.2% net of a 3% fee assumption. - PSN Top Guns awards are granted across six proprietary performance categories and more than 75 universes using PSN’s screening methodology. - The complete PSN Top Guns list and methodology are available at the PSN methodology page. - More information about the strategies is available at Donoghue Forlines.

Between the lines: - The company’s pitch is built around tactical risk management rather than static buy-and-hold investing. - The rankings underscore how much relative performance can matter in asset gathering, especially when a manager can point to both short- and medium-term outperformance. - The disclosure notes that PSN awards are determined each quarter, so the same strategies could receive different treatment in future periods. - The disclosure also says the recognition is based on gross performance and that net-of-fee results vary by client.

What's next: - Donoghue Forlines can use the awards in client and consultant conversations until the next PSN screening cycle changes the standings. - Investors will be able to check future PSN Top Guns designations to see whether the same strategies remain near the top of their universes. - The firm says interested parties can contact it at +1 800-642-4276 or info@donoghueforlines.com for current information.

The bottom line: - Three Donoghue Forlines strategies posted top-10 PSN results, giving the firm a notable performance badge across large-cap and global balanced mandates.