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Northern Lights Fund Trust - Donoghue Forlines Dividend Mid-Cap Fund (DMCCX)

8.00
0.00
(0.00%)
At close: March 24 at 8:00:11 PM EDT

Fund Summary

The fund seeks to track the W.E. Donoghue & Co., Power Dividend Mid-Cap Index (the "Power Dividend Mid-Cap Index"). The Power Dividend Mid-Cap Index is comprised of, and the fund will primarily invest in, individual stocks with high-dividend yields or short-term Treasury exchange-traded funds ("ETFs").

Northern Lights Fund Trust - Donoghue Forlines Dividend Mid-Cap Fund

Northern Lights Fund Trust
17605 WRIGHT STREET
877-779-7462

Fund Overview

Category Mid-Cap Value
Fund Family Donoghue Forlines LLC
Net Assets 3.02M
YTD Return 8.40%
Yield 0.08%
Morningstar Rating
Inception Date Dec 27, 2017

Fund Operations

Last Dividend 0.01
Last Cap Gain 0.00
Holdings Turnover 87.00%
Average for Category --

Fees & Expenses

Expense DMCCX Category Average
Annual Report Expense Ratio (net) 3.01% 1.01%
Prospectus Net Expense Ratio 3.01% --
Prospectus Gross Expense Ratio 3.01% --
Max 12b1 Fee 1.00% --
Max Front End Sales Load -- 5.38%
Max Deferred Sales Load -- 1.14%
3 Yr Expense Projection 930 --
5 Yr Expense Projection 1,582 --
10 Yr Expense Projection 3,327 --

Management Information

Nicholas A. Lobley, Lead Manager since December 09, 2019
Mr. Lobley was promoted to Portfolio Manager of W.E. Donoghue & Co., LLC in 2019. Mr. Lobley was previously promoted to Senior Research Analyst in 2018 after joining the firm as Analyst in 2018. Prior to joining W.E. Donoghue & Co., Mr. Lobley was an Analyst with JAForlines Global, an independent investment adviser, since 2017. From 2016 to 2017, Mr. Lobley was an Associate with Paley Advisors, LLC. Mr. Lobley holds a Bachelor of Arts in Economics from Oberlin College.

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. 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.

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