Autopilot Managed Growth
4020 South 147th St.
Map
Phone: 866-828-8674
| Category: | Long-Short | | Fund Family: | Northern Lights Funds | | Net Assets: | 34.50M | | Year-to-Date Return: | -5.85% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 15-Sep-06 |
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Peter B. Mauthe
Lead Manager since
15-Sep-06 | | | Mauthe joined RLCM as chief operating officer and chief compliance officer and as a member of its Investment Committee in August 2004. Previously he worked with chief operating officer at Spetrum Financial, Inc. From 1998 to 2001, he was the president of Trendst at Capital Managemnt, Inc. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $4,000 | | Min Initial Investment, AIP: | $4,000 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $500 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation, and as a secondary goal, to manage volatility and market risk. The fund invests primarily in equity securities of domestically traded companies that the adviser believes have above-average potential to appreciate in value. The companies may be of any capitalization range. It may invest in common stocks, exchange traded funds (ETFs) and closed-end funds. The fund is nondiversified. |
| Last Dividend
(29-Dec-06):
| 0.02 | | Last Cap Gain
(31-Dec-07):
| 0.48 | | Annual Holdings Turnover
| 182.00% | | Average for Category:
| 290.27% |
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| Expense | AUTOX | Category
Avg | | Total Expense Ratio: | 2.25%
| 2.21% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.50% | | Max Deferred Sales Load: | 0.00%
| 2.19% | | 3 Yr Expense Projection*: |
$1,005 | $981 | | 5 Yr Expense Projection*: |
$1,791 | $1,698 | | 10 Yr Expense Projection*: |
$3,848 | $3,378 |
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1.49% Nasdaq 
0.27%
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