Northeast Investors Trust
Overview
Northeast Investors Trust is a no-load mutual fund established in 1950, focusing on generating income through investments in marketable securities of established companies. The fund primarily invests in bonds, preferred stocks, dividend-paying common stocks, and securities convertible into common stocks, employing a value-oriented, buy-and-hold approach with a long-term investment horizon. The Trust's investment strategy emphasizes higher-yielding and unrated or lower-rated debt securities to produce income for shareholders. It provides individual retirement accounts through Northeast Investment Management and Research Company and offers online services for clients, including assistance with the purchase and redemption of shares. With over 70 years of experience, Northeast Investors Trust has been serving the investment needs of institutional, high-net-worth, and mutual fund clients, managing assets totaling approximately $132.8 million as of September 19, 2025. The fund's expense ratio is 2.14%, and it has a minimum initial investment requirement of $1,000.
Investment Focus
- Minimum initial investment: $1,000
- Expense ratio: 2.14%
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Frequently asked questions about Northeast Investors Trust
What sectors does Northeast Investors Trust invest in?
Northeast Investors Trust invests in Financial Services, and is based in Massachusetts, United States. Northeast Investors Trust is listed as a mutual fund in the ConnectSafely investor database.
What stage does Northeast Investors Trust invest at?
Northeast Investors Trust backs companies at Growth and Late Stage.
Which regions does Northeast Investors Trust invest in?
Northeast Investors Trust invests across United States.
Last updated · Source: ConnectSafely investor database
