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Altegris/AACA Opportunistic Real Estate Fund- Class C (RAACX)

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13.18+0.13 (+1.00%)
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Altegris/AACA Opportunistic Real Estate Fund- Class C

Northern Lights Fund Trust

17605 WRIGHT STREET

OMAHA NE 68130

管理資訊
Burland B. East,2014年1月7日 起的牽頭經辦人
Mr. East has served as the Chief Executive Officer and a portfolio manager of American Assets Capital Advisers since October 2010. From October 2001 to July 2010, he was a Managing Principal of Silver Portal Capital, LLC, a FINRA regulated investment bank specializing in institutional real estate. From August 1992 to February 2001, he served as a Managing Director, Senior Equity Analyst and Group Co-Head at Wachovia Securities (and its predecessor companies, First Union Securities, EVEREN Securities, Inc., Research Division and Kemper Securities Inc.), with primary responsibility for equity research coverage of all forms of publicly traded real estate companies and related investment banking. Mr. East serves on the Board of Advisors of Comunidad Realty Partners. Mr. East served as Independent Director at Excel Trust, Inc. (NYSE: EXL) from April 2010 to 2015. Mr. East is a former NAREIT member and was a Board Associate in 1998/1999. Mr. East served on the Leadership Council of the Lusk Center for Real Estate at the University of Southern California from 2003 to 2014. In 1996, 1997 and 1998, he was recognized among outstanding sell-side analysts by Dow Jones Publishing/Realty Stock Review. He holds a Chartered Financial Analyst designation. Mr. East received a Bachelor’s of Arts in Business and Master’s Degree in Business Administration from Loyola College in Maryland.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作,幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點,並會顥示在晨星風格箱旁邊。
https://s.yimg.com/lq/i/fi/3_0stylelargeeq6.gif
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況,但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險,並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金,我們在分配一個永久類別前,會先預測該基金的類別。必要時,我們可能會根據投資組合最新的變化來更改類別分配。

基金總覽

類別Real Estate
基金家族Altegris
淨資產402.39M
本年度至今日回報-40.71%
收益率
晨星評級★★
成立日期2020年12月1日

基金運作

上次股息0.04
上次資本增益0.00
持股週轉率
組別平均

費用與支出

支出RAACX類別平均
年報支出比率 (淨值)0.00%1.08%
招股書淨支出比率0.00%
招股書總支出比率0.00%
最高 12b1 費用
最高首次認購費5.10%
最高遞延銷售費用1.13%
3 年支出預測0
5 年支出預測0
10 年支出預測0