Northern Large Cap Fund Quote
| NOLVX Fund | USD 21.36 0.02 0.09% |
PerformanceVery Weak
| Odds Of DistressLow
|
Northern Large is trading at 21.36 as of the 26th of February 2025; that is 0.09 percent increase since the beginning of the trading day. The fund's open price was 21.34. Northern Large has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
In seeking long-term capital appreciation, the fund will invest, under normal circumstances, at least 80 percent of its net assets in equity securities of large capitalization companies. Large capitalization companies generally are considered to be those whose market capitalization is, at the time the fund makes an investment, within the range of the market capitalization of the companies in the Russell 1000 Value Index.. More on Northern Large Cap
Moving together with Northern Mutual Fund
| 0.72 | NOBOX | Northern Bond Index | PairCorr |
| 0.88 | NOCBX | Northern E Bond | PairCorr |
| 0.82 | NOAZX | Northern Arizona Tax | PairCorr |
| 0.86 | NOFIX | Northern Fixed Income | PairCorr |
Moving against Northern Mutual Fund
Northern Mutual Fund Highlights
| Fund Concentration | Northern Funds, Large Funds, Large Value Funds, Large Value, Northern Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Northern Large Cap [NOLVX] is traded in USA and was established 26th of February 2025. Northern Large is listed under Northern Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Northern Funds family. This fund now has accumulated 59.59 M in assets with minimum initial investment of 2.5 K. Northern Large Cap is currently producing year-to-date (YTD) return of 4.42% with the current yeild of 0.02%, while the total return for the last 3 years was 8.27%.
Check Northern Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Northern Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Northern Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Northern Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Northern Large Cap Mutual Fund Constituents
| EXC | Exelon | Stock | Utilities | |
| MRK | Merck Company | Stock | Health Care | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| INTC | Intel | Stock | Information Technology | |
| WMT | Walmart | Stock | Consumer Staples | |
| WFC | Wells Fargo | Stock | Financials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care |
Northern Large Cap Risk Profiles
| Mean Deviation | 0.6126 | |||
| Standard Deviation | 0.9867 | |||
| Variance | 0.9736 | |||
| Risk Adjusted Performance | (0.05) |
Northern Large Against Markets
Other Information on Investing in Northern Mutual Fund
Northern Large financial ratios help investors to determine whether Northern Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Northern with respect to the benefits of owning Northern Large security.
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