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Northern Lights Fund Trust III - Good Harbor Tactical Select Fund (GHSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
10.60-0.07 (-0.66%)
At close: 09:00PM EDT

Northern Lights Fund Trust III - Good Harbor Tactical Select Fund

Omaha, NE 68137

4020 South 147th Street

Northern Lights Fund Tr III(Good Harbor)

(402) 895-1600
Management Information
,Lead Manager since January 30, 2016
Yash Patel, CFA has served as Chief Operating Officer of the Adviser since March 2010. Mr. Patel brings 14 years of professional experience to the firm. His responsibilities include the management and leadership of operations, technology, trading, and portfolio management. Prior to joining the Adviser, Mr. Patel was a quantitative equity analyst for Allstate Investments, developing and implementing model-driven trading strategies. Previous to that, he worked and consulted for hedge funds including Bridgewater Associates and Citadel Investment Group. Mr. Patel earned an MBA with Honors from The University of Chicago Booth School of Business and a BS CSE from The Ohio State University.
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

CategoryTactical Allocation
Fund FamilyGood Harbor
Net Assets15.56M
YTD Return-13.88%
Yield0.00%
Morningstar Rating★★
Inception DateMay 15, 2014

Fund Operations

Last Dividend0.04
Last Cap Gain-1,198.00
Holdings Turnover332.00%
Average for CategoryN/A

Fees & Expenses

ExpenseGHSIXCategory Average
Annual Report Expense Ratio (net)1.89%1.29%
Prospectus Net Expense Ratio1.89%N/A
Prospectus Gross Expense Ratio2.13%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.22%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A