PWRIX - Donoghue Forlines Tactical Income Fund Class I

Nasdaq - Nasdaq Delayed Price. Currency in USD

Donoghue Forlines Tactical Income Fund Class I


450 Wireless Boulevard

Northern Lights Fund Tr(Power Income)

Management Information
Jeffrey Robert Thompson,Lead Manager since September 13, 2010
Jeffrey R. Thompson is the CEO of Donoghue Forlines LLC. Mr. Thompson has served as the Donoghue Forlines LLC’s Principal and previously Senior Vice President since 1999. He currently holds a Series 65. In addition, Mr. Thompson is a corporate officer as well as a member of the Donoghue Forlines LLC’s Investment Policy Committee. Previously, Mr. Thompson worked as an Account Executive for national and super regional firms Lehman Brothers, Gruntal & Co., and Cowen & Co. from 1992-1996. There he worked with individual investors as well as institutional investors recommending and trading individual securities. Additionally, BTS Asset Management employed Mr. Thompson from 1996-1998 as a Regional Vice President providing investment advisory services to institutional clients.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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

CategoryNontraditional Bond
Fund FamilyDonoghue Forlines LLC
Net Assets41.98M
YTD Return0.65%
Morningstar Rating★★
Inception DateSep 13, 2010

Fund Operations

Last Dividend0.13
Last Cap Gain-46.00
Holdings Turnover545.00%
Average for CategoryN/A

Fees & Expenses

ExpensePWRIXCategory Average
Annual Report Expense Ratio (net)1.85%1.23%
Prospectus Net Expense Ratio1.85%N/A
Prospectus Gross Expense Ratio1.85%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.11%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A