Northern Technology Fund

Class No Load (NTCHX)
Scorecard
2 / 5 Stars
Lipper
2 2 2 4 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#34 in Technology

U.S. News evaluated 51 Technology 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 23.79 percent over the past year, 9.88 percent over the past three years, 22.10 percent over the past five years, and 5.98 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 5.6%
1 Year 23.8%
3 Years (Annualized) 9.9%
5 Years (Annualized) 22.1%
10 Years (Annualized) 6.0%

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Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in securities of companies principally engaged in technology business activities. It may invest more than 25% of its total assets in technology companies that develop or sell computer hardware or software and peripheral products, including computer components. The fund may invest in technology companies without regard to their size. It may make significant investments in initial public offerings ("IPOs").

Fees

Fees are Low compared to funds in the same category.
Northern Technology Fund has an expense ratio of 1.25 percent.

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Risk

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

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