Oxford Global Total Return C
1900 LaSalle Avenue N.Minneapolis, Minnesota 55403
Map
Phone: 877-350-8668
| Category: | World Allocation | | Fund Family: | Northern Lights Fund Trust | | Net Assets: | 2.02M | | Year-to-Date Return: | -2.21% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 11-Nov-2008 |
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Bo Beckman
Lead Manager since
11-Nov-2008 | | | Beckman is founder and senior portfolio manager for The Oxford Private Client Group, LLC from 2002 to present. Since 1992, Beckman has held professional positions in securities disciplines at Merrill Lynch, Wells Fargo, International Bank Corp., and Fisher Investments. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term total return and to consistently outperform the performance of the Standard and Poor's 500 index with less volatility than the index.
The fund invests in equity and fixed-income securities. It defines equity securities as common and preferred stocks and American depositary receipts for common and preferred stocks. The fixed income portion may be corporate or government bonds rated Baa3 or higher by Moodyâs, or BBB- or higher by S&P. The fund may invest 40% of assets in securities issued by companies outside of the United States, and the investments will be made in no less than three foreign companies. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
(18-Mar-10):
| .00% | | Average for Category:
| 103.10% |
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| Expense | OXGCX | Category
Avg | | Total Expense Ratio: | 2.75%
| 1.21% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 4.99% | | Max Deferred Sales Load: | %
| 2.15% | | 3 Yr Expense Projection*: |
$ 1,273 | $73 | | 5 Yr Expense Projection*: |
$ 2,271 | $112 | | 10 Yr Expense Projection*: |
$ 4,779 | $223 |
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0.35% Nasdaq 
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