Donoghue Forlines’ DF Global Tactical Equity SMA earns Morningstar’s top separate-account rating

Donoghue Forlines said its DF Global Tactical Equity SMA received a 5-Star Overall Morningstar Rating in the U.S. SA Tactical Allocation category as of Sept. 30, 2026, ranking it among 265 separate account strategies. The result underscores the firm’s risk-managed tactical approach as the strategy expands across major advisory platforms.

Why it matters: - The Morningstar result can influence how advisers compare separate-account strategies in the tactical allocation category. - The DF Global Tactical Equity SMA now carries a 5-star Overall rating, plus 5-star 3-year and 5-year ratings, which may strengthen its positioning with advisers and investors looking for risk-managed equity exposure.

What happened: - Donoghue Forlines said the DF Global Tactical Equity SMA received a 5-Star Overall Morningstar Rating in the U.S. SA Tactical Allocation category as of Sept. 30, 2026. - The strategy ranked in a field of 265 separate account strategies for the Overall rating. - Morningstar also gave the DF Global Tactical Equity SMA a 3-Year 5-star rating out of 265 strategies and a 5-Year 5-star rating out of 259 strategies. - Morningstar published the ratings in November 2026 for periods ended Sept. 30, 2026.

The details: - The DF Global Tactical Equity SMA seeks strong capital appreciation while trying to preserve capital during periods of market stress. - The strategy invests primarily in equities, with a smaller allocation to fixed income and alternatives. - Donoghue Forlines said the portfolio uses a long-term secular view with tactical positioning tied to shorter-term business and credit cycles. - The DF Global Tactical Portfolios are designed as long-term investments and serve as the risk-managed core of a client portfolio. - Donoghue Forlines said the team uses exchange-traded funds and mutual funds in the broader Global Tactical model portfolio suite. - The DF Global Tactical Equity SMA is available on Envestnet, Fidelity FMAX, LPL MWP and most major platforms. - A full list of availability is posted on Donoghue Forlines Availability. - Donoghue Forlines is an SEC-registered investment adviser founded in 1986. - The firm manages rules-based, tactically driven strategies for individual investors, corporations, institutions, retirement plans and trusts. - The firm said its approach is built on the view that a static buy-and-hold posture is not enough for clients who need to grow and preserve wealth over time.

Between the lines: - Morningstar’s separate-account star rating is based on risk-adjusted return, with more weight on downside variation and steadier performance. - The Overall rating is a weighted average of the product’s three-, five- and 10-year rating periods, when applicable. - The rating framework makes consistency more important than raw upside. - Donoghue Forlines disclosed that the DF Global Tactical Equity Portfolio composite was created Jan. 1, 2018. - The firm also disclosed that past performance does not guarantee future results and that ratings can change in future quarterly reviews.

What’s next: - Morningstar will continue to update separate-account ratings each quarter, which means the DF Global Tactical Equity SMA could move in future rankings. - Advisers and investors can request compliant presentation materials and composite descriptions from Donoghue Forlines at 800-642-4276 or info@donoghueforlines.com. - The firm said the most recent Morningstar Rating is available by contacting 800-642-4276.

The bottom line: - Donoghue Forlines’ DF Global Tactical Equity SMA now has top-tier Morningstar ratings across the key separate-account time frames, a mark that can help the strategy stand out in a crowded tactical allocation market.