3 / 5 Stars
4 4 3 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#45 in Small Blend
U.S. News evaluated 227 Small 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 31.02 percent over the past year, 15.04 percent over the past three years, 25.72 percent over the past five years, and 9.39 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.4%|
|3 Years (Annualized)||15.0%|
|5 Years (Annualized)||25.7%|
|10 Years (Annualized)||9.4%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of small capitalization companies. Small 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 companies in the Russell 2000® 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.
Fees are Above Average compared to funds in the same category.
Northern Small Cap Core Fund has an expense ratio of 0.75 percent.
Risk is Average compared to funds in the same category according to Morningstar.