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Athena Behavioral Tactical I (ATVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.01-0.18 (-1.77%)
At close: 08:00PM EDT

Athena Behavioral Tactical I

OMAHA NE 68130


Northern Lights Fund Trust

Management information
Andrew C. Howard,Lead manager since 28 August 2016
Andrew C. Howard is Vice President of Athena Invest. Mr. Howard joined Athena in October 2006. Mr. Howard designed, developed and implemented the company’s patented stock and mutual fund research database. Mr. Howard is co-portfolio manager and research analyst on all Athena portfolios with his father professor C. Thomas Howard, PhD. Mr. Howard also trades all Athena portfolios across multiple models and platforms. Prior to joining Athena, Mr. Howard was a software development consultant to Fortune 500 firms. Mr. Howard spent the first years of his career as a corporate financial analyst with Sony Online Entertainment, Leica Geosystems, and Storage Tek. Mr. Howard earned his BS in Finance in 1999 from the Daniels College of Business at the University of Denver, where he was a Chancellor’s Scholar.
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

CategoryTactical Allocation
Fund familyAthena Fund
Net assets23.76M
YTD return4.74%
Morningstar rating★★★
Inception date14 May 2015

Fund operations

Last dividend0.29
Last cap gain-21.00
Holdings turnover0.00%
Average for categoryN/A

Fees and expenses

ExpenseATVIXCategory average
Annual report expense ratio (net)1.40%1.29%
Prospectus net expense ratio1.40%N/A
Prospectus gross expense ratio2.09%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.22%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A