Wayne Hummer Large Cap Core A
Northern Lights Fund Trust450 Wireless BoulevardHauppauge NY 11788
Map
Phone: 877-942-8434
| Category: | Large Blend | | Fund Family: | Wayne Hummer | | Net Assets: | 2.26M | | Year-to-Date Return: | -0.42% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Jun-2009 |
|
Jon E. Quigley
Lead Manager since
01-Jun-2009 | | | Quigley is the managing partner for Investment Management. He joined the firm in 2000 and has over 14 years of investment experience. He leads the management of all client portfolios and provides managerial oversight of AIPâs portfolio managers. He also leads our efforts in enhancing existing portfolio management systems while continuing to be a vital member of our firmâs investment team. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $200 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks to provide total return that exceeds the total return of the S&P 500 index over long-term market cycles.
The fund normally invests at least 80% of assets in large-capitalization companies, although it is currently anticipated that the fund normally invests at least 95% of net assets in these companies which have market capitalizations at the time of purchase within the range of market capitalizations of companies in the S&P 500 index. It may also invest in exchange traded funds (âETFâsâ). |
| Last Dividend
(28-Dec-09):
| 0.03 | | Last Cap Gain
(28-Dec-09):
| 0.03 | | Annual Holdings Turnover
(18-Mar-10):
| N/A | | Average for Category:
| 79.86% |
|
| Expense | WHLAX | Category
Avg | | Total Expense Ratio: | %
| 1.11% | | Max 12b1 Fee: | 0.35%
| N/A | | Max Front End Sales Load: | 5.00%
| 5.26% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 1,100 | $77 | | 5 Yr Expense Projection*: |
$ N/A | $132 | | 10 Yr Expense Projection*: |
$ N/A | $243 |
|
|
0.35% Nasdaq 
Profile
