2 / 5 Stars
2 2 2 4 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#39 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.
The fund has returned 16.59 percent over the past year, 9.47 percent over the past three years, 19.57 percent over the past five years, and 5.12 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.1%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||19.6%|
|10 Years (Annualized)||5.1%|
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 are High compared to funds in the same category.
Northern Technology Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.