Northeast Investors Growth
150 Federal Street Boston MA 02109
Map
Phone: 800-225-6704
| Category: | Large Growth | | Fund Family: | Northeast Investors | | Net Assets: | 121.58M | | Year-to-Date Return: | -13.97% | | Yield: | 0.20% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Oct-80 |
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William A. Oates, Jr.
Lead Manager since
27-Oct-80 | | | Oates is president of Northeast Management & Research Company, his employer since 1980. Oates is a trustee and treasurer of the Roxbury Latin School and a trustee of Colby College. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth. The fund maintains a flexible investment policy that allows it to invest along three broad fronts: equity securities selling at low prices relative to the advisor's assessment of value; corporate debt securities, especially those selling at substantial discounts from par value; and money-market securities. It may make investments in all three areas in combination or in one or two areas exclusively. The fund may leverage up to 25% of portfolio. |
| Last Dividend
(17-Dec-07):
| 0.04 | | Last Cap Gain
(17-Dec-07):
| 2.60 | | Annual Holdings Turnover
| 40.00% | | Average for Category:
| 98.32% |
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| Expense | NTHFX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$350 | $622 | | 5 Yr Expense Projection*: |
$606 | $957 | | 10 Yr Expense Projection*: |
$1,340 | $1,889 |
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1.49% Nasdaq 
0.27%
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