Category Archives: Performance
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©2012 Linde, Hansen & Co., LLC
LHVAX – Total Annual Fund Operating Expense 1.77%
LHVIX – Total Annual Fund Operating Expense 1.52%
The maximum sales charge (load) for Class A is 5.25%.
The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Investment return and principal value will fluctuate, so that shares, when redeemed, may be worth more or less than their original cost. Past performance is no guarantee of future results. The Fund’s investment adviser has contractually agreed to reduce its fees and/or absorb expenses of the fund, at least until March 31, 2017 to ensure that the net annual fund operating expenses will not exceed 1.40%, and 1.15% for (Class A), and (Class I) shares, respectively, subject to possible recoupment from the Fund in future years. Please review the Fund’s prospectus for more detail on the expense waiver. Results shown reflect the waiver, without which the results could have been lower. A Fund’s performance, especially for very short periods of time, should not be the sole factor in making your investment decisions. For performance information current to the most recent month-end, please call toll-free (855) 754-7933.
1217-NLD-05/17/2013.
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Our disciplined contrarian value strategy may not meet its investment objective and you could lose money by investing in the Fund. Our concentration in U.S. equities has the risk that changes in the value of a single security may have a significant effect on the Fund’s value. Value investing involves the risk that such securities may not reach their expected market value, causing the Fund to underperform other equity funds that use different investing styles.
Linde, Hansen & Co., LLC is not affiliated with Northern Lights Distributors, LLC.
Investments are not FDIC-insured, nor are they deposits or guaranteed by a bank or other entity.
This website is intended only for investors and prospective investors residing in the United States. This website should not be considered a solicitation or an offering of any of the Linde Hansen Funds to individuals residing outside the United States.
0394-NLD-3/16/2012
Investment Process Footer*Return on invested capital (ROIC), return on assets (ROA), and return on equity (ROE) are commonly used calculations intended to help measure and assess the profitability of a company.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Linde Hansen Contrarian Value Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling (855) 754-7933. The prospectus should be read carefully before investing. The Linde Hansen Contrarian Value Fund is distributed by Northern Lights Distributors, LLC, member FINRA/SIPC.
Mutual Funds involve risk including the possible loss of principal. There is no assurance that the fund will meet its investment objectives, you lose money by investing in the Fund.
Investing in undervalued securities involves the risk that such securities may never reach their expected market value, either because the market fails to recognize a security’s intrinsic worth or the expected value was misjudged. A value investment style may go in and out of favor causing the Fund to underperform other investment styles. The Fund is ‘non-diversified’, and thus invests its assets in a smaller number of companies than many other funds and as a result a change in the value of a single security may have significant effects on the Fund’s value. Investments in foreign securities carry special risks, including foreign political instability, greater volatility, less liquidity, financial reporting inconsistencies, and adverse economic developments, all of which may reduce the value of foreign securities. Many of these risks can be even greater when investing in countries with developing economies and securities markets.
Smaller capitalization companies may have a narrower geographic and product/service focus and be less well known to the investment community, resulting in more volatile share prices and liquidity. Larger capitalization companies pose the risk that larger, more established companies may be unable to respond quickly to new competitive challenges such as changes in consumer tastes or innovative smaller competitors. Mid-Capitalization companies may be more vulnerable to adverse business or economic events than larger, more established companies. Mid-sized companies may pose risks including liquidity, market and financial resources and may depend upon a relatively small management group. Investments in companies involved in special situations, such as reorganizations or restructurings, may involve greater risks when compared to the Fund’s other strategies. Failure to anticipate changes affecting these types of investments may result in permanent loss of capital.
Linde, Hansen & Co., LLC is not affiliated with Northern Lights Distributors, LLC.
Investments are not FDIC-insured, nor are they deposits or guaranteed by a bank or other entity.
This website is intended only for investors and prospective investors residing in the United States. This website should not be considered a solicitation or an offering of any of the Linde Hansen Funds to individuals residing outside the United States.
0394-NLD-3/16/2012