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Leland Thomson Reuters Vntr Cptl Idx A (LDVAX)

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29.36+0.38 (+1.31%)
At close: 8:00PM EDT

Leland Thomson Reuters Vntr Cptl Idx A

Northern Lights Fund Trust III


OMAHA NE 68130

Management information
David C. Armstrong,Lead manager since 23 September 2015
David Armstrong has been a Portfolio Manager of Good Harbor Financial since 2010. Mr. Armstrong joined the firm in 2010 and became a member of the Investment Team in 2013. David's previous companies include Honeywell, RR Donnelley and Oracle. Prior to joining Good Harbor, he was a director of research conducting analysis on the nature and structure of competition in the credit card market for financial firms. David earned a MBA from the University of Chicago Booth School of Business and a BA from Knox College. David started at Good Harbor Financial in 2010.
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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

CategoryLarge Growth
Fund familyLeland Funds
Net assets210.67M
YTD return24.99%
Morningstar rating★★★★★
Inception date30 Sep 2014

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover115.00%
Average for categoryN/A

Fees and expenses

ExpenseLDVAXCategory average
Annual report expense ratio (net)1.76%1.05%
Prospectus net expense ratio1.76%N/A
Prospectus gross expense ratio2.07%N/A
Max 12b1 fee0.25%N/A
Max front end sales load5.75%5.38%
Max deferred sales loadN/A1.45%
3-yr expense projection1,158N/A
5-yr expense projection1,598N/A
10-yr expense projection2,814N/A
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