RQECX - RESQ Dynamic Allocation Fund Class C

Nasdaq - Nasdaq Delayed Price. Currency in USD

RESQ Dynamic Allocation Fund Class C

OMAHA NE 68130

17605 WRIGHT STREET

Northern Lights Fund Trust III

631-470-2621
Management Information
John W. Greer,Lead Manager since December 19, 2013
John W. Greer, CFA, has been a Portfolio Manager of the RESQ Investment Partners, LLC since starting the RESQ Investment Partners, LLC in 2013. Mr. Greer has been an investment strategist at Total Investment Management, Inc., an affiliate of the RESQ Investment Partners, since 2007 and sits on the investment committee. Mr. Greer earned his BS in Finance from W.P. Carey School of Business at Arizona State University.
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

CategoryTactical Allocation
Fund FamilyRESQ Funds
Net Assets29.68M
YTD Return8.82%
Yield0.00%
Morningstar Rating★
Inception DateOct 16, 2014

Fund Operations

Last Dividend0.02
Last Cap Gain-32.00
Holdings Turnover691.00%
Average for CategoryN/A

Fees & Expenses

ExpenseRQECXCategory Average
Annual Report Expense Ratio (net)3.10%1.29%
Prospectus Net Expense Ratio3.10%N/A
Prospectus Gross Expense Ratio3.31%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.22%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A