Northern Trust raises the fee on 7 funds, effective 28 October 2026
On 28 October 2026, Northern Trust raised the expense ratio of 7 funds tracked on this site. The largest change is HCMEX (HCM Multi-Asset Plus Fund), from 1.64% to 1.75%.
The changes
- HCMEX HCM Multi-Asset Plus Fund: 1.64% to 1.75%, costing $11 a year on every $10,000
- HCMGX HCM Tactical Plus Fund: 1.98% to 2.09%, costing $11 a year on every $10,000
- LNCAX Ladenburg Income Fund: 2.24% to 2.29%, costing $5 a year on every $10,000
- HCMNX HCM Sector Plus Fund: 1.97% to 2.00%, costing $3 a year on every $10,000
- LGH HCM Defender 500 Index ETF: 1.00% to 1.02%, costing $2 a year on every $10,000
- PWRAX DF Tactical Income Fund: 2.00% to 2.02%, costing $2 a year on every $10,000
- QQH HCM Defender 100 Index ETF: 0.98% to 1.00%, costing $2 a year on every $10,000
Sources
- Prospectus (form 485BPOS) filed with the SEC on 28 October 2026
- Prospectus (form 485BPOS) filed with the SEC on 23 October 2026
- Prospectus (form 485BPOS) filed with the SEC on 28 October 2026
- Prospectus (form 485BPOS) filed with the SEC on 26 October 2026
Figures taken from SEC bulk data are rounded to 0.01%; the fund company's own documents may show a more precise number. The date is the prospectus date, which is usually when the new fee took effect.
This is a record of a fee change, not a recommendation. A fund's fee is one fact among many.