BFONX - Biondo Focus Investor

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Biondo Focus Investor

Northern Lights Fund Tr(Biondo)450 Wireless BlvdHauppauge, NY 11788
Management Information
Joseph R. Biondo,Lead Manager since March 16, 2010
Joseph (Joe) R. Biondo founder and Chief Executive Officer of Biondo Investment Advisors, LLC, began his career in financial services with Loeb Rhoades, Inc., a predecessor firm of Smith Barney. He began managing portfolios in 1991 and became one of Smith Barney’s top managers before forming Biondo Investment Advisors, LLC in 2004. As Portfolio Manager and key member of the investment team, Joe brings in-depth experience and expertise to managing clients’ portfolios. He is a graduate of the New York Institute of Finance. Joe serves as an Honorary Trustee for Avon Old Farms School, a Director of the Newton Memorial Hospital Foundation and as the Chairman of The Ingeborg A. Biondo Memorial Foundation.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyBiondo Investment Advisor
Net Assets29.17M
YTD Return7.16%
Morningstar Rating★★
Inception DateMar 16, 2010

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover60.00%
Average for CategoryN/A

Fees & Expenses

ExpenseBFONXCategory Average
Annual Report Expense Ratio (net)2.59%1.10%
Prospectus Net Expense Ratio2.23%N/A
Prospectus Gross Expense Ratio3.18%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.29%
Max Deferred Sales LoadN/A1.58%
3 Yr Expense Projection894N/A
5 Yr Expense Projection1,584N/A
10 Yr Expense Projection3,422N/A