Northern Lights Fund Trust has made a significant update by filing a new summary prospectus for the DF Tactical Momentum Fund. This filing, dated November 5, 2026, outlines the fund's investment objectives, strategies, and associated fees. The update is crucial as it informs potential investors about the fund's focus on capital growth and its unique investment approach.
Northern Lights Fund Trust, an investment entity based in Cincinnati, Ohio, is known for managing various mutual funds. The company has undergone several name changes in its history, with the latest being in 2016 when it transitioned from Strategy Shares. The firm primarily operates in the investment sector, catering to investors seeking diversified options.
The recent filing indicates that the DF Tactical Momentum Fund, formerly known as the Donoghue Forlines Momentum Fund, aims to achieve capital growth. The summary prospectus highlights that the fund will invest in securities demonstrating positive free cash flow and positive momentum. Additionally, it will allocate assets based on a specific index methodology, which includes both equity securities and short-term U.S. Treasury securities.
According to the filing, "The DF Tactical Momentum Fund’s primary investment objective is capital growth." This focus on growth is complemented by the fund's management fees, which are set at 1.00% for all share classes. The total annual fund operating expenses are detailed, with Class A shares at 1.91%, Class C shares at 2.66%, and Class I shares at 1.66%.
This update may affect a range of stakeholders, including current and potential investors, financial advisors, and competitors in the investment industry. Investors looking for diversified mutual fund options may find the DF Tactical Momentum Fund appealing, particularly due to its unique investment strategies and fee structure.
As for what’s next, the filing does not specify any immediate actions or upcoming developments. Investors and interested parties may want to keep an eye on future filings for additional updates or changes regarding the fund's performance and management strategies.
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