3 / 5 Stars
3 4 2 5 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#56 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 31.38 percent over the past year, 14.19 percent over the past three years, 26.36 percent over the past five years, and 8.37 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||26.4%|
|10 Years (Annualized)||8.4%|
The investment seeks to provide investment results approximating the aggregate price and dividend performance of the securities included in the Russell 2000® Index. The fund invests substantially all (and at least 80%) of its net assets in the equity securities included in the Russell 2000 Index, in weightings that approximate the relative composition of securities contained in the Russell 2000 Index, and in Russell 2000 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 index by using computer programs and statistical procedures.
Fees are Average compared to funds in the same category.
Northern Small Cap Index Fund has an expense ratio of 0.15 percent.
Risk is Average compared to funds in the same category according to Morningstar.