| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
3
5
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#43 in Small Blend
U.S. News evaluated 221 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 31.46 percent over the past year, 16.67 percent over the past three years, 6.98 percent over the past five years, and 9.36 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 15.9% |
| 1 Year | 31.5% |
| 3 Years (Annualized) | 16.7% |
| 5 Years (Annualized) | 7.0% |
| 10 Years (Annualized) | 9.4% |
Summary
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
Fees are High compared to funds in the same category.
Northern Small Cap Core Fund has an expense ratio of 0.93 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
