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    Anchor Alternative Income Investor (AAIFX)

    8.93 Up 0.02(0.22%) Dec 24

    Profile as of Nov 29, 2014Get Profile for:
    Anchor Alternative Income Investor
    Northern Lights Fund Trust (Anchor)17605 Wright Street, Suite 2Omaha, NE 68130
    Phone: 855-282-1100
    Fund Overview 
    Category:Nontraditional Bond
    Fund Family:Anchor
    Net Assets:16.70M
    Year-to-Date Return:0.33%
    Morningstar Rating:N/A
    Fund Inception Date:Jan 13, 2012
    Morningstar Style Box 
    Nontraditional Bond
    [View Category Definition]
    View Top Nontraditional Bond Funds
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    Management Information 
    Eric Leake
    Lead Manager since Jan 13, 2012
    Eric Leake is a founding partner and Chief Investment Officer to Anchor Capital where he has served as Chief Investment Officer and portfolio manager for Anchor’s separate accounts since 1996. Mr. Leake is a level II Chartered Market Technician, member of the Market Technicians Association (MTA), American Association of Professional Technical Analysts (AAPTA), National Association of Active Investment Managers (NAAIM), and former advisory board member to Rydex Financial Services, LLC.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:2,500
    Min Initial Investment, AIP:100
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:100
    AAIFX can be purchased from 27 brokerages.

    Fund Summary 
    The investment seeks to provide shareholders with above-average total returns over a complete market cycle primarily through capital appreciation and income generation. The fund seeks to achieve its investment objective under normal market conditions by allocating assets among proprietary technically-based trend following strategies. It primarily takes long and short positions with respect to securities that are highly correlated to high yield corporate bonds (also known as "junk bonds") based on long, intermediate, and short term trends. The fund is non-diversified.

    Fund Operations 
    Last Dividend (Sep 28, 2014) : 0.02
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Dec 23, 2014) : 1,125.00%
    Average for Category:228.85%
    Fees & Expenses 
    ExpenseAAIFXCategory Avg
    Annual Report Expense Ratio (net):2.18%1.29%
    Prospectus Net Expense Ratio:2.86%N/A
    Prospectus Gross Expense Ratio:4.52%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A4.19%
    Max Deferred Sales Load: N/A1.36%
    3 Yr Expense Projection*:1,217654
    5 Yr Expense Projection*:N/A1,053
    10 Yr Expense Projection*:N/A2,110
    * Per $10,000 invested