PFG Equity Strategy Fund Class R (PFDEX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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PFG Equity Strategy Fund Class R
Northern Lights Fund Trust
17605 WRIGHT STREET
OMAHA NE 68130
888-451-8734
Management Information
Jennifer L. Enstad,Lead Manager since December 10, 2017
Ms. Enstad began her career with Pacific Financial Group 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), as a Portfolio Manager (2006-2017), as Senior Portfolio Manager (2017-2018) and as Chief Investment Officer (2018-present). Ms. Enstad served as Chief Investment Officer for the Adviser since 2018. Ms. Enstad has a B.A. in Business from the University of Washington and a Chartered Financial Analyst.
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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
CategoryLarge Blend
Fund FamilyThe Pacific Financial Group
Net Assets12.85M
YTD Return20.82%
Yield0.00%
Morningstar Rating★
Inception DateDec 10, 2017
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover161.00%
Average for CategoryN/A
Fees & Expenses
ExpensePFDEXCategory Average
Annual Report Expense Ratio (net)2.34%0.78%
Prospectus Net Expense Ratio2.34%N/A
Prospectus Gross Expense Ratio2.34%N/A
Max 12b1 Fee0.10%N/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection730N/A
5 Yr Expense Projection1,250N/A
10 Yr Expense Projection2,676N/A
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