Measured Risk Strategy Fund Class A (MRPAX)
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Measured Risk Strategy Fund Class A
Northern Lights Fund Trust IV
17605 Wright Street
Omaha, NE 68154
855-907-3407
Management information
Larry Kriesmer,Lead manager since 27 December 2016
Larry Kriesmer was graduated from the University of Redlands with a degree in English. He passed the General Securities Representative Series 7 exam in 1986 and has subsequently passed the Series 24 Registered Principal exam and holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Professionals (FSP). Mr. Kriesmer and Mr. Surovsky formed Measured Risk Portfolios, Inc. in 2007. He is a President and Chief Compliance Officer at Measured Risk Portfolios.
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
CategoryVolatility
Fund familyMeasured Risk Portfolios
Net assets9.75M
YTD return-14.94%
Yield0.00%
Morningstar ratingN/A1
Inception date27 Dec 2016
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover0.00%
Average for categoryN/A
Fees and expenses
ExpenseMRPAXCategory average
Annual report expense ratio (net)2.27%1.03%
Prospectus net expense ratio2.27%N/A
Prospectus gross expense ratio3.40%N/A
Max 12b1 fee0.25%N/A
Max front end sales load4.75%3.75%
Max deferred sales loadN/AN/A
3-yr expense projection1,370N/A
5-yr expense projection2,068N/A
10-yr expense projection3,913N/A
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