Persimmon Long/Short I (LSEIX)
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Persimmon Long/Short I
HAUPPAUGE NY 11788
450 WIRELESS BLVD
Northern Lights Fund Trust III (Per)
Management Information
,Lead Manager since June 29, 2015
Mr. Melly is Portfolio Manager and Vice President of Research of Persimmon Capital Management since 2014. Prior to joining Persimmon, Mr. Melly served as Director of Investment Research at M Financial Planning Group from 2005 to 2014. In 2005, Mr. Melly was employed with SEI Investments where he supported the private wealth management division. Previous to SEI, Mr. Melly served as a research analyst for Hirtle Callaghan and Associates. Mr. Melly is a graduate of Drexel University, where he received two bachelor’s degrees in Finance and Economics. Mr. Melly also holds the Chartered Financial Analyst® designation.
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. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLong-Short Equity
Fund FamilyPersimmon Funds
Net Assets39.99M
YTD Return8.64%
Yield0.00%
Morningstar Rating★★★
Inception DateDec 30, 2012
Fund Operations
Last DividendN/A
Last Cap Gain25.00
Holdings Turnover0.00%
Average for CategoryN/A
Fees & Expenses
ExpenseLSEIXCategory Average
Annual Report Expense Ratio (net)2.10%1.92%
Prospectus Net Expense Ratio2.10%N/A
Prospectus Gross Expense Ratio2.10%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.33%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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