Northeast Investors Growth
100 High Street - Suite 1000 Boston, MA 02110-2301
Map
Phone: 800-225-6704
| Category: | Large Growth | | Fund Family: | Northeast Investors | | Net Assets: | 87.05M | | Year-to-Date Return: | 26.58% | | Yield: | 0.33% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Oct-80 |
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William A. Oates, Jr.
Lead Manager since
27-Oct-80 | | | Oates is president of Northeast Management & Research Company, his employer since 1980. Oates is a trustee and treasurer of the Roxbury Latin School and a trustee of Colby College. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth. The fund maintains a flexible investment policy which primarily targets common stocks of large companies who are established leaders in their industries with histories of consistent earnings growth. It emphasizes well-known companies which it believes to have strong management and solid financial fundamentals. The fund generally invests in large and mid-cap companies with market capitalizations in excess of $5 billion. The fund may also invest in securities convertible into common stocks, preferred stocks, corporate bonds, warrants or money market instruments. |
| Last Dividend
(17-Dec-08):
| 0.05 | | Last Cap Gain
(17-Dec-07):
| 2.60 | | Annual Holdings Turnover
| 45.00% | | Average for Category:
| 112.30% |
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| Expense | NTHFX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.20% Nasdaq 
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