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

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7.990.00 (0.00%)
At close: 08:00PM EDT

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

Northern Lights Fund Trust

17605 WRIGHT STREET

OMAHA NE 68130

877-779-7462
Management information
Nicholas A. Lobley,Lead manager since 8 December 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
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Value
Fund familyDonoghue Forlines LLC
Net assets3.02M
YTD return8.41%
Yield0.67%
Morningstar rating★
Inception date26 Dec 2017

Fund operations

Last dividend0.05
Last cap gain0.00
Holdings turnover87.00%
Average for categoryN/A

Fees and expenses

ExpenseDMCAXCategory average
Annual report expense ratio (net)2.26%1.01%
Prospectus net expense ratio2.26%N/A
Prospectus gross expense ratio2.26%N/A
Max 12b1 fee0.25%N/A
Max front end sales load5.00%5.38%
Max deferred sales loadN/A1.14%
3-yr expense projection1,171N/A
5-yr expense projection1,649N/A
10-yr expense projection2,965N/A