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CMG Tactical All Asset Strategy A (CMGQX)

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8.290.00 (0.00%)
At close: 09:00PM EDT

CMG Tactical All Asset Strategy A

OMAHA NE 68130

17605 WRIGHT STREET

Northern Lights Fund Trust

631-470-2600
Management information
Michael Edward Hee,Lead manager since 28 April 2016
Michael Hee, FSA, MAAA, joined CMG Capital Management Group, Inc. in 2009 where he is currently the Head of Investment Research. His primary responsibilities are to continually improve CMG’s investment strategy offerings as well as all aspects of investment research. In this role, Mr. Hee monitors and evaluates CMG’s current strategies in addition to performing due diligence on prospective managers and strategies. Mr. Hee has over 18 years of risk management experience in insurance, finance and business consulting. Prior to joining CMG, Mr. Hee worked as a consulting actuary providing financial risk management solutions for clients. Mr. Hee is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. Mr. Hee graduated with a Master of Science degree in Mathematics from West Chester University of Pennsylvania. He also holds a Bachelor of Science degree in Mathematics with a concentration in Economics from the University of Delaware. Mr. Hee is married with three children and is active is his community coaching youth sports.
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

CategoryMacro Trading
Fund familyCMG
Net assets403.45k
YTD return-21.44%
Yield2.91%
Morningstar rating★
Inception date28 Apr 2016

Fund operations

Last dividend0.63
Last cap gain0.00
Holdings turnover670.00%
Average for categoryN/A

Fees and expenses

ExpenseCMGQXCategory average
Annual report expense ratio (net)2.65%1.52%
Prospectus net expense ratio2.65%N/A
Prospectus gross expense ratio2.65%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.47%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A