Northern Small Cap Value Fund

Class No Load (NOSGX)
Scorecard
4 / 5 Stars
Lipper
3 3 3 5 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#26 in Small Value

U.S. News evaluated 122 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.96 percent over the past year, 15.36 percent over the past three years, 20.35 percent over the past five years, and 9.33 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.5%
1 Year 24.0%
3 Years (Annualized) 15.4%
5 Years (Annualized) 20.4%
10 Years (Annualized) 9.3%

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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, which are considered to be those whose market capitalization is within the range of the market capitalization of companies in the Russell 2000 Value Index. It may emphasize particular companies or market segments, such as financial services, in attempting to achieve its investment objective. 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 Low compared to funds in the same category.
Northern Small Cap Value Fund has an expense ratio of 1.00 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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