Nasdaq - Delayed Quote USD

Northern Small Cap Value (NOSGX)

22.10 +0.13 (+0.59%)
At close: 8:01:45 PM EST
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DELL
  • Previous Close 21.97
  • YTD Return 15.35%
  • Expense Ratio 1.01%
  • Category Small Value
  • Last Cap Gain 39.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.06B
  • Beta (5Y Monthly) 1.00
  • Yield 1.26%
  • 5y Average Return --
  • Holdings Turnover 13.25%
  • Last Dividend 0.30
  • Inception Date Mar 31, 1994

The fund will invest at least 80% of its net assets in equity securities of small capitalization companies, which 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 companies in the Russell 2000® Value Index. Many of the companies in which the fund invests retain their earnings to finance current and future growth. These companies generally pay little or no dividends.

Northern Funds

Fund Family

Small Value

Fund Category

1.06B

Net Assets

1994-03-31

Inception Date

Performance Overview: NOSGX

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Trailing returns as of 12/10/2024. Category is Small Value.

YTD Return

NOSGX
15.35%
Category
26.79%
 

1-Year Return

NOSGX
28.52%
Category
71.02%
 

3-Year Return

NOSGX
8.00%
Category
9.35%
 

5-Year Return

NOSGX
8.69%
Category
12.17%
 

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Holdings: NOSGX

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Top 10 Holdings (12.42% of Total Assets)

SymbolCompany% Assets
BNGXX
BNGXX 2.14%
CNO
CNO 1.44%
TMHC
TMHC 1.42%
FBP
FBP 1.15%
KBH
KBH 1.12%
TGNA
TGNA 1.10%
MTH
MTH 1.10%
CMC
CMC 1.06%
SUM
SUM 0.95%
MOG-A
MOG-A 0.94%

Sector Weightings

SectorNOSGX
Industrials   12.26%
Real Estate   11.74%
Healthcare   8.81%
Energy   7.64%
Technology   5.78%
Utilities   4.54%

Recent News: NOSGX

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Research Reports: NOSGX

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