Northern Stock Index Fund

Class No Load (NOSIX)
Scorecard
4 / 5 Stars
Lipper
4 4 5 5 3
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
A+ (Buy)

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 24.46 percent over the past year, 16.42 percent over the past three years, 18.63 percent over the past five years, and 7.55 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 7.1%
1 Year 24.5%
3 Years (Annualized) 16.4%
5 Years (Annualized) 18.6%
10 Years (Annualized) 7.5%

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Summary

The investment seeks to provide investment results approximating the aggregate price and dividend performance of the securities included in the S&P 500® Index. The fund invests substantially all (and at least 80%) of its net assets in the equity securities included in the S&P 500 Index, in weightings that approximate the relative composition of the securities contained in the S&P 500 Index, and in S&P 500 Index futures approved by the Commodity Futures Trading Commission. It is passively managed, which means it tries to duplicate the investment composition and performance of the S&P 500 Index using computer programs and statistical procedures.

Fees

Fees are Average compared to funds in the same category.
Northern Stock Index Fund has an expense ratio of 0.10 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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