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    Biondo Focus Investor (BFONX)

    11.70 Up 0.51(4.56%) Feb 12

    Profile as of Jan 30, 2016Get Profile for:
    Biondo Focus Investor
    Northern Lights Fund Tr(Biondo)450 Wireless BlvdHauppauge, NY 11788
    Phone: 800-672-9152
    Fund Overview 
    Category:Large Growth
    Fund Family:Biondo Investment Advisor
    Net Assets:21.64M
    Year-to-Date Return:-14.08%
    Morningstar Rating:1 stars
    Fund Inception Date:Mar 17, 2010
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Joseph P. Biondo, Jr.
    Lead Manager since Mar 17, 2010
    Joseph P. Biondo, Chief Investment Officer and Portfolio Manager, began his career with Prudential Securities in 1997. In 1999 he joined the Biondo team managing assets at Smith Barney. In 2004, he became a partner in Biondo Investment Advisors, LLC. He leads the firm’s Investment Committee and oversees the Equity Research team. Joseph graduated from The Wharton School at the University of Pennsylvania earning a degree in Economics with concentrations in Entrepreneurial Management, Finance and Marketing. He served as the National Family Teams Co-Chair for the 2013 March for Babies sponsored by the March of Dimes. Joseph is also a Director of the Ingeborg A. Biondo Memorial Foundation, the President of the Board for Center for Developmental Disabilities, and a member of the Pope John High School Endowment Committee.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:500
    Min Initial Investment, AIP:1,000
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:100
    BFONX can be purchased from 21 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation. The fund invests primarily in a combination of long and short positions in (1) common stock of U.S. companies of any capitalization; (2) American depositary receipts ("ADRs") representing common stock of foreign companies; (3) investment grade fixed income securities; (4) exchange-traded funds and (5) options on common stock, ADRs and ETFs. It may also employ leverage including bank borrowing of up to 33% of the fund's assets (defined as net assets plus borrowing for investment purposes). The fund is non-diversified.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover (Oct 5, 2010) : 52.00%
    Average for Category:54.28%
    Fees & Expenses 
    ExpenseBFONXCategory Avg
    Annual Report Expense Ratio (net):2.34%1.17%
    Prospectus Net Expense Ratio:2.66%N/A
    Prospectus Gross Expense Ratio:2.66%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A5.45%
    Max Deferred Sales Load: N/A2.09%
    3 Yr Expense Projection*:826505
    5 Yr Expense Projection*:1,410795
    10 Yr Expense Projection*:2,9931,622
    * Per $10,000 invested