Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Index Strategy Fund Class R Shares
Overview
The Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Index Strategy Fund Class R Shares is a mutual fund designed to provide institutional investors with exposure to a diversified portfolio of U.S. equities. Managed by PFG Advisors, the fund employs Fidelity's equity index strategy to replicate the performance of a broad U.S. equity index. The fund's investment approach focuses on achieving returns that closely mirror the index by investing in a representative sample of securities. It aims to provide investors with a cost-effective and efficient means of gaining exposure to the U.S. equity market. As of the latest available data, the fund has net assets of approximately $397.8 million and holds five portfolio positions. The top holdings include Fidelity 500 Index Fund, Fidelity Global ex US Index Fund, Fidelity Small Cap Index Fund, Fidelity Mid Cap Index Fund, and BlackRock Liquidity FedFund. The fund's portfolio turnover rate is 21%, indicating a relatively low level of trading activity. The fund's advisory fee, net of waivers, is approximately $4.26 million. Effective March 31, 2025, Class R shares were re-designated as Class I shares, reflecting a change in share class designation. The fund is domiciled in the United States and is managed by PFG Advisors, utilizing Fidelity's equity index strategy to achieve its investment objectives.
Investment Focus
- Accredited investors only
- Subject to suitability requirements
Portfolio Companies
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Frequently asked questions about Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Index Strategy Fund Class R Shares
What sectors does Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Index Strategy Fund Class R Shares invest in?
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Index Strategy Fund Class R Shares invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Delaware, United States. Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Index Strategy Fund Class R Shares is listed as a mutual fund in the ConnectSafely investor database.
What stage does Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Index Strategy Fund Class R Shares invest at?
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Index Strategy Fund Class R Shares backs companies at Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Index Strategy Fund Class R Shares invest in?
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Index Strategy Fund Class R Shares invests across United States.
What companies has Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Index Strategy Fund Class R Shares invested in?
Northern Lights Fund Trust - PFG Fidelity Institutional AM® Equity Index Strategy Fund Class R Shares's portfolio includes Fidelity 500 Index Fund, Fidelity Global ex US Index Fund, Fidelity Small Cap Index Fund, Fidelity Mid Cap Index Fund and BlackRock Liquidity FedFund.
Last updated · Source: ConnectSafely investor database
