Northeast Investors Growth
100 High Street - Suite 1000
Map
Phone: 855-755-6344
| Category: | Large Growth | | Fund Family: | Northeast Investors | | Net Assets: | 73.99M | | Year-to-Date Return: | 3.84% | | Yield: | 0.53% | | Morningstar Rating: |  | | Fund Inception Date: | Oct 26, 1980 |
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William A. Oates, Jr.
Lead Manager since Oct 26, 1980 | | | 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 to produce long-term capital appreciation for its shareholders.
The fund maintains a flexible investment policy which primarily targets common stocks of large domestic companies. It emphasizes well-known companies which it believes to have strong management, solid financial fundamentals and which are established leaders in their industries. The fund generally invests in companies with market capitalizations in excess of $10 billion. |
| Last Dividend
(Dec 18, 2012)
:
| 0.10 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 36.00% | | Average for Category: | 61.12% |
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| Expense | NTHFX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.38% | 1.24% | | Prospectus Net Expense Ratio: | 1.40% | N/A | | Prospectus Gross Expense Ratio: | 1.40% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.42% | | Max Deferred Sales Load:
| N/A | 2.40% | | 3 Yr Expense Projection*: | 443 | 579 | | 5 Yr Expense Projection*: | 766 | 913 | | 10 Yr Expense Projection*: | 1,680 | 1,832 |
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0.02(0.11%) May 20