Created to make our professional active management capabilities available to investors with assets below the threshold for a separately managed account. The Fund tracks the same corresponding strategies implemented in our separately managed accounts.
The Fund’s investment objective is long term capital appreciation. The Focus Fund seeks companies displaying growth characteristics such as growing earnings, disruptive technology, niche business segment and high barriers to entry; and may employ leverage, option strategies and warrants to further objective.
A strategy that we often recommend when investing in this fund is dollar cost averaging: buying a fixed dollar amount of a specific investment regularly, regardless of the price. This results in buying some shares when the price is low, and some shares when the price is high; potentially, resulting in a better cost basis overall. Trying to time the market with your investment can be extremely difficult and we believe that dollar cost averaging is a way to meet this challenge. Investors should consider their ability to continue purchases through periods of low-price levels or changing economic conditions. Such a plan does not assure a profit and does not protect against a loss in a declining market. Our fund is available through many brokerage platforms other than our own, UBS, Fidelity, and Charles Schwab included. Our Transfer Agent, Ultimus Fund Solutions, LLC can also assist you in purchasing the fund.
The Biondo Focus Fund is administered by our Transfer Agent, Ultimus Fund Solutions, LLC. To request an application or a prospectus, call 1-800-672-9152.
An investor should consider The Biondo Focus Fund investment objectives, risks, charges, and expenses carefully before investing. This and other information about the Fund is contained in the prospectus, which can be obtained by clicking the link above or calling 1-800-672-9152. Please read the prospectus carefully before investing. The Biondo Focus Fund is distributed by Northern Lights Distributors, LLC, member FINRA. Biondo Investment Advisors, LLC and Northern Lights Distributors, LLC are not affiliated.
What are the Risks?
Mutual fund investing involves risk including loss of principal. The Biondo Focus Fund may invest in medium and small-cap companies, which may be subject to more erratic market movements than large-cap stocks; foreign securities, which are subject to currency fluctuations and political uncertainty; derivative securities, which may carry market, credit, and liquidity risks; and fixed income securities, which are subject to interest rate, credit and inflation risks. The Fund may also invest in shares of other underlying funds, which may be subject to their own operating fees and expenses, and are subject to specific risks, depending on the nature of the strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few. The use of leverage may be employed which can magnify any price movements, resulting in high volatility and potentially significant loss of principal. The Fund may invest in shorted securities, which are often speculative and riskier than “long” positions, and losses are potentially unlimited. 3390-NLD-09/28/2023
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540 Rte 6 & 209
Milford, PA 18337
55 Main Street
Sparta, NJ 07871
Mailing Address:
P.O. Box 909, Milford, PA 18337
Fax: (570) 296-5527
Our website is not to be considered an offer or solicitation to buy, or an offer to sell a security, nor an offer of our investment advisory services, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful. We use reasonable efforts to use information from reliable sources but cannot guarantee its accuracy or completeness. Our advice and services are personalized upon specific needs and circumstances of each individual client; our website is for informational purposes only. Past performance may not be indicative of future results. Certain links, provided for your convenience, may take you to other sites.
All stock price information is provided for informational purposes only, and is not intended for trading purposes. The Biondo Group shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.
540 Rte 6 & 209, Milford, PA 18337
47 Main Street Sparta, NJ 07871
Mailing Address:
P.O. Box 909, Milford, PA 18337
1 (570)-296-5525
1 (877) 246-6367
Fax: (570) 296-5527
Our website is not to be considered an offer or solicitation to buy, or an offer to sell a security, nor an offer of our investment advisory services, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful. We use reasonable efforts to use information from reliable sources but cannot guarantee its accuracy or completeness. Our advice and services are personalized upon specific needs and circumstances of each individual client; our website is for informational purposes only. Past performance may not be indicative of future results. Certain links, provided for your convenience, may take you to other sites.
All stock price information is provided for informational purposes only, and is not intended for trading purposes. The Biondo Group shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.
Biondo Investment Advisors, LLC is an SEC-registered investment advisor that advises this fund.
