2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#149 in Large Value
U.S. News evaluated 330 Large Value 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 20.61 percent over the past year, 13.68 percent over the past three years, 15.48 percent over the past five years, and 5.60 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.8%|
|3 Years (Annualized)||13.7%|
|5 Years (Annualized)||15.5%|
|10 Years (Annualized)||5.6%|
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 Russell 1000® Value Index. Companies whose capitalization no longer meets this definition after purchase may continue to be considered large capitalization companies.
Fees are Low compared to funds in the same category.
Northern Large Cap Value Fund has an expense ratio of 0.85 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.