Pacific Financial Core Equity I
3420 Ocean Park Blvd. Suite 3060 Santa Monica, CA, 90405
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Phone: 800-735-7199
| Category: | Large Blend | | Fund Family: | Northern Lights Funds | | Net Assets: | 20.04M | | Year-to-Date Return: | -9.79% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Jul-07 |
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Jennifer L. Enstad
Lead Manager since
02-Apr-07 | | | Ms. Enstad began her career with PFG in 1991 and has served in a number of capacities, including performing operational duties (1991-1995), as the Head Trader (1995-2002), as the Director of Operations (1998-2002), as an Analyst (2002-2004), as an Assistant Portfolio Manager (2004-2006), and as a Portfolio Manager (2006-present). Ms. Enstad has a B.A. in Business from the University of Washington. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities. These equity securities consist primarily of other investment companies (including ETFs) that invest primarily in U.S. common stock. It typically owns 5 to 3 0 positions in such securities, which may have any capitalization range. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 85.00% | | Average for Category:
| 71.30% |
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| Expense | PFGQX | Category
Avg | | Total Expense Ratio: | 2.00%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$N/A | $577 | | 5 Yr Expense Projection*: |
$N/A | $877 | | 10 Yr Expense Projection*: |
$N/A | $1,739 |
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1.49% Nasdaq 0.00%
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