Altegris/AACA Real Estate Income Fund Class A (INMAX)
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Altegris/AACA Real Estate Income Fund Class A
Northern Lights Fund Trust
17605 WRIGHT STREET
OMAHA NE 68130
877-772-5838
Management information
Burland B. East,Lead manager since 21 May 2018
Mr. East has served as the Chief Executive Officer and a portfolio manager of American Assets Capital Advisers since October 2010. From October 2001 to July 2010, he was a Managing Principal of Silver Portal Capital, LLC, a FINRA regulated investment bank specializing in institutional real estate. From August 1992 to February 2001, he served as a Managing Director, Senior Equity Analyst and Group Co-Head at Wachovia Securities (and its predecessor companies, First Union Securities, EVEREN Securities, Inc., Research Division and Kemper Securities Inc.), with primary responsibility for equity research coverage of all forms of publicly traded real estate companies and related investment banking. Mr. East serves on the Board of Advisors of Comunidad Realty Partners. Mr. East served as Independent Director at Excel Trust, Inc. (NYSE: EXL) from April 2010 to 2015. Mr. East is a former NAREIT member and was a Board Associate in 1998/1999. Mr. East served on the Leadership Council of the Lusk Center for Real Estate at the University of Southern California from 2003 to 2014. In 1996, 1997 and 1998, he was recognized among outstanding sell-side analysts by Dow Jones Publishing/Realty Stock Review. He holds a Chartered Financial Analyst designation. Mr. East received a Bachelor’s of Arts in Business and Master’s Degree in Business Administration from Loyola College in Maryland.
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
CategoryPreferred Stock
Fund familyAltegris
Net assets195.77k
YTD return16.81%
Yield5.09%
Morningstar ratingN/A1
Inception date24 July 2018
Fund operations
Last dividend0.36
Last cap gain0.00
Holdings turnover154.00%
Average for categoryN/A
Fees and expenses
ExpenseINMAXCategory average
Annual report expense ratio (net)1.30%1.00%
Prospectus net expense ratio1.30%N/A
Prospectus gross expense ratio1.35%N/A
Max 12b1 fee0.25%N/A
Max front end sales load5.75%4.00%
Max deferred sales loadN/A1.00%
3-yr expense projection988N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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