Essential 40 Stock I (ESSIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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As of 08:05AM EDT. Market open.
Essential 40 Stock I
Omaha NE 68130
17605 Wright Street, Suite 2
Northern Lights Fund Trust II (KKM)
Management information
,Lead manager since 3 December 2017
Dan Deming currently serves as Managing Director at KKM Financial, LLC. Dan’s responsibilities include managing the day-to-day operations of the firm which include; developing and executing the firm’s business plan, strategic initiatives, advisory group oversight, technology, and compliance. Dan has over 30 years of market experience.
Drawing from his varied experiences as a trader, advisor, portfolio manager, commentator, and panelist, Dan offers a unique blend of market insight and knowledge to not only provide leadership and support to KKM, but also connect with clients and help support their needs as they strive to meet their financial goals.
Mr. Deming started his career at the CBOE (Chicago Board Options Exchange) as a trader in the S&P 100 Index (OEX) pit in April of 1988, at the time one of the largest and most active trading pits in the world. In 2008, Dan transitioned into the CBOE’s VIX Index option pit as the VIX was becoming one of the most actively traded option markets. During his time at the CBOE, Dan also served on the Arbitration Committee.
Over the past 10 years, Dan has drawn from his market knowledge and experience to become one of the options industry’s more recognized faces in the media, making regular appearances on Bloomberg TV, Yahoo! Finance, TD Ameritrade Network, CNN, BNN Bloomberg, Sky News Business, Business First AM, CME Group, and CBOE TV. Several financial news outlets such as; CNBC, Reuters, Wall Street Journal, Bloomberg News, the AP and Dow Jones press, contact Dan on a regular basis to provide written and quoted market commentary.
The global financial community has also been actively seeking Dan’s participation. Working as a liaison with the CBOE, representing both the exchange and his firm, Dan has served as a guest panelist for several volatility based derivatives symposiums and international trading conferences.
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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
CategoryLarge Blend
Fund familyKKM
Net assets63.23M
YTD return5.37%
Yield1.50%
Morningstar rating★★
Inception date10 Jun 2014
Fund operations
Last dividend0.22
Last cap gain-3.00
Holdings turnover55.00%
Average for categoryN/A
Fees and expenses
ExpenseESSIXCategory average
Annual report expense ratio (net)0.71%0.78%
Prospectus net expense ratio0.71%N/A
Prospectus gross expense ratio1.24%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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