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Navigator Equity Hedged Fund Class C (NAVCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.11+0.11 (+1.38%)
At close: 08:00PM EDT

Navigator Equity Hedged Fund Class C

Northern Lights Fund Trust


OMAHA NE 68130

Management Information
Mason Sean Wev,Lead Manager since January 28, 2018
Mason joined Clark Capital Management Group, Inc. in 2005 as a Portfolio Manager He is a member of the Clark Capital Investment Team, contributing to asset allocation policy and security selection. Mason has more than a decade of experience in the investment industry. He is responsible for quantitative investment analysis, security selection, and communicating the firm’s investment policy to wealth advisors and consultants. He participates in the research and product development efforts of the Portfolio Team. A graduate of Dickinson College, Mason earned an M.B.A. in International Management from the Garvin School of Management at Thunderbird (the American Graduate School of International Management). He is a CFA® charterholder, a Chartered Market Technician, and holds the Chartered Alternative Investment Analyst® (CAIA®) designation.
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

CategoryLong-Short Equity
Fund FamilyNavigator Funds
Net Assets37.98M
YTD Return-12.32%
Morningstar Rating★★★
Inception DateDec 27, 2010

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover583.00%
Average for CategoryN/A

Fees & Expenses

ExpenseNAVCXCategory Average
Annual Report Expense Ratio (net)0.00%1.92%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.33%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A