NTHEX – Northeast Investors Trust Investment Strategy | Morningstar

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Strategy

The investment seeks the production of income, capital appreciation is also an objective of the trust but its achievement must be compatible with the primary objective. The fund invests primarily in marketable securities of established companies which the Trustees believe provide income and which, where consistent with the objective, may have potential for capital appreciation. The manager emphasizes high yield corporate bonds which are unrated or rated as lower than investment grade by either of the two principal rating services.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NTHEX	Northeast Investors Trust	No Load	Open			Mar 1, 1950	$122.60M	1.940%	High	$1,000	−$9.39M

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