Leland Real Asset Opportunities C (GHTCX)
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Leland Real Asset Opportunities C
Northern Lights Fund Trust III
17605 WRIGHT STREET
OMAHA NE 68130
855-535-2631
Management information
Neil R. Peplinski,Lead manager since 29 September 2013
Neil Peplinski,CFA, is the Managing Partner, Chairman, Chief Investment Officer and Co-founder of Good Harbor. Neil is the chief architect behind the Tactical Core® model, the Firm's flagship tactical asset allocation platform. Neil is responsible for research, investment analysis and the development/oversight of new investment strategies and models. Prior to co-founding Good Harbor, he served as a portfolio manager and quantitative analyst for Allstate Investments. Neil earned a MBA with High Honors from The University of Chicago Booth School of Business, a MSEE from The University of Michigan and a BSEE from The Michigan Technological University. Neil started at Good Harbor Financial in 2003.
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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
CategoryAllocation--85%+ Equity
Fund familyLeland Funds
Net assets17.61M
YTD return-29.50%
Yield2.93%
Morningstar rating★
Inception date29 Sept 2013
Fund operations
Last dividend0.01
Last cap gain0.00
Holdings turnover50.00%
Average for categoryN/A
Fees and expenses
ExpenseGHTCXCategory average
Annual report expense ratio (net)2.59%0.74%
Prospectus net expense ratio2.59%N/A
Prospectus gross expense ratio2.65%N/A
Max 12b1 fee1.00%N/A
Max front end sales loadN/A5.00%
Max deferred sales loadN/A1.42%
3-yr expense projection818N/A
5-yr expense projection1,400N/A
10-yr expense projection2,979N/A
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