Wayne Hummer Small Cap Core I
Northern Lights Fund Trust450 Wireless BoulevardHauppauge NY 11788
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Phone: 877-942-8434
| Category: | Small Blend | | Fund Family: | Wayne Hummer | | Net Assets: | 25.03M | | Year-to-Date Return: | 1.20% | | Yield: | 0.02% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Dec-2008 |
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Katherine Buck
Lead Manager since
02-Dec-2008 | | | Buck joined the Adviser as a portfolio manager in May 2008. From March 2006 until December 2007, she was employed as a small cap value portfolio manager for Magnetar Capital LLC, a multi-strategy hedge fund. In that capacity she managed capital within the hedge fund and also launched a fund for outside investors in July 2007, which ceased operations in February 2008. Buck spent the first 10 years of her career at Fidelity Management & Research in Boston. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100,000 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide total return that exceeds the total return of the Russell 2000 index over long-term market cycles.
The fund normally invests at least 80% of assets in small-capitalization companies, although it is currently anticipated that the fund normally invests at least 95% of net assets in these companies. It primarily invests in common stocks of U.S.âbased companies that are listed on a U.S. stock exchange, although it may also invest in foreign-domiciled companies whose shares trade on a U.S. stock exchange. The fund may invest in exchange traded funds. |
| Last Dividend
(28-Dec-09):
| 0.00 | | Last Cap Gain
(28-Dec-09):
| 0.56 | | Annual Holdings Turnover
(18-Mar-10):
| 4.00% | | Average for Category:
| 97.63% |
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| Expense | WHSIX | Category
Avg | | Total Expense Ratio: | 0.99%
| 1.53% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.40% | | 3 Yr Expense Projection*: |
$ 487 | $64 | | 5 Yr Expense Projection*: |
$ N/A | $102 | | 10 Yr Expense Projection*: |
$ N/A | $203 |
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