2 / 5 Stars
3 3 3 3 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#89 in Small Growth
U.S. News evaluated 215 Small Growth 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 27.97 percent over the past year, 13.55 percent over the past three years, and 21.38 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||21.4%|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of small capitalization companies whose market capitalization is generally within the range of the capitalization of companies in the Russell 2000® Index or the S&P SmallCap 600® Index. It utilizes a "multi-manager" approach whereby the fund's assets are allocated to one or more sub-advisers, at the discretion of the Investment Advisers. The fund may make significant investments in initial public offerings ("IPOs").
Fees are Above Average compared to funds in the same category.
Northern Multi-Manager Small Cap Fund has an expense ratio of 1.30 percent.
Risk is Average compared to funds in the same category according to Morningstar.