Nasdaq - Delayed Quote USD

Northern Large Cap Core (NOLCX)

29.04 0.00 (0.00%)
At close: 8:06:56 AM EST

Performance Overview

Morningstar Return Rating --
YTD Return 29.41%
5y Average Return 15.05%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (Dec 26, 2024) 36.27%
Worst 1Y Total Return (Dec 26, 2024) --
Best 3Y Total Return 36.27%
Worst 3Y Total Return 7.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NOLCX
Category
YTD
29.96%
5.31%
1-Month
5.97%
-4.19%
3-Month
7.34%
3.90%
1-Year
36.07%
20.31%
3-Year
12.79%
6.48%
5-Year
15.84%
11.78%
10-Year
12.18%
10.96%
Last Bull Market
27.50%
25.56%
Last Bear Market
-15.21%
-15.11%

Annual Total Return (%) History

Year
NOLCX
Category
2024
--
--
2023
24.23%
22.32%
2022
-15.52%
-16.96%
2021
33.03%
26.07%
2020
11.89%
15.83%
2019
25.64%
28.78%
2018
-5.89%
-6.27%
2017
20.31%
20.44%

2016
11.23%
10.37%
2015
-1.50%
-1.07%
2014
13.84%
10.96%
2013
36.27%
31.50%
2012
14.51%
14.96%
2011
4.12%
-1.27%
2010
13.07%
14.01%
2009
26.77%
28.17%
2008
-37.79%
-37.79%
2007
0.96%
6.16%
2006
16.10%
14.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.42% 3.75% 6.02% --
2023 6.23% 8.10% -2.57% 11.03%
2022 -3.50% -15.21% -4.50% 8.11%
2021 9.56% 8.32% 0.89% 11.12%
2020 -21.23% 20.05% 6.12% 11.49%
2019 11.55% 2.41% 0.98% 8.91%
2018 -0.44% 1.97% 6.91% -13.28%
2017 4.76% 2.13% 4.67% 7.44%
2016 1.68% 0.84% 4.19% 4.11%
2015 0.38% -0.52% -6.62% 5.63%

2014 3.12% 4.29% 1.65% 4.14%
2013 12.13% 3.66% 4.90% 11.76%
2012 11.89% -3.25% 6.74% -0.90%
2011 6.27% 0.09% -13.35% 12.98%
2010 5.20% -11.68% 10.16% 10.47%
2009 -11.36% 16.65% 15.25% 6.39%
2008 -10.34% -2.97% -6.92% -23.19%
2007 0.63% 4.71% 0.25% -4.43%
2006 3.86% -1.36% 6.27% 6.64%

Rank in Category (By Total Return)

YTD 13
1-Month 47
3-Month 38
1-Year 14
3-Year 9
5-Year 18

Load Adjusted Returns

1-Year 36.07%
3-Year 12.79%
5-Year 15.84%
10-Year 12.18%

Performance & Risk

YTD Return 29.41%
5y Average Return 15.05%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Northern Funds
Net Assets 312.49M
YTD Return 29.96%
Yield 0.93%
Morningstar Rating
Inception Date Dec 16, 2005

Fund Summary

The fund will invest at least 80% of its net assets in a broadly diversified portfolio of equity securities in large capitalization U.S. companies, including foreign issuers that are traded in the U.S. Large capitalization companies generally are considered to be those whose market capitalization is, at the time the fund makes an investment, within the range of the market capitalization of the companies in the Russell 1000® Index.

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