Northern Lights Fund Trust’s Eagle Energy Infrastructure Fund targets total return while investing at least 80% of Assets in energy infrastructure securities. Investors should weigh the $2,500 initial minimum, $100 subsequent Investment threshold, taxable distributions and potential intermediary conflicts when considering the fund’s share classes.

Key Highlights

  • The Fund invests at least 80% of its assets in energy infrastructure securities under normal conditions.
  • Initial purchases in Class A and Class C shares require $2,500, while Class I shares require $100,000.
  • Edward R. Allen III owned more than $1 million of the fund’s Equity securities as of April 30, 2026.

Eagle Fund Sets Allocation and Access Terms

The allocation threshold covers net assets plus borrowings used for investment purposes. Princeton Fund Advisors, LLC and Eagle Global Advisors, LLC co-advise the fund. Greg D. Anderson, Edward R. Allen III, Zachary R. Slater, Steven S. Russo, Alex Meier and Michael Cerasoli share primary responsibility for daily portfolio management. Investors may buy or redeem fund shares on any day the New York Stock Exchange is open. The initial minimum for Class I shares is $100,000, and later investments in any Share Class require at least $100. The co-advisers may waive the minimum investment at their sole discretion. Portfolio-manager ownership ranged from $1-$10,000 for Greg D. Anderson to over $1 million for Edward R. Allen III as of April 30, 2026. Zachary R. Slater held $10,000-$50,000, Steven S. Russo held $500,001-$1 million, and both Alex Meier and Michael Cerasoli held $100,001-$500,000.

Tax Treatment and Intermediary Conflicts

The fund and related companies may pay broker-dealers or other financial intermediaries for selling shares and related services.