3 / 5 Stars
3 3 4 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#249 in Large Blend
U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 23.23 percent over the past year, 12.81 percent over the past three years, 22.26 percent over the past five years, and 6.37 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.6%|
|3 Years (Annualized)||12.8%|
|5 Years (Annualized)||22.3%|
|10 Years (Annualized)||6.4%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of large capitalization companies. 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 S&P 500® Index, but not below $5 billion in market capitalization. Companies whose capitalization no longer meets this definition after purchase may continue to be considered large capitalization companies.
Fees are Above Average compared to funds in the same category.
Northern Large Cap Equity Fund has an expense ratio of 0.85 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.