Northern Small Cap Fund Quote

NOSGX Fund  USD 12.45  0.14  1.14%   

Performance

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Odds Of Distress

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Low
Northern Small is trading at 12.45 as of the 20th of March 2025; that is 1.14 percent increase since the beginning of the trading day. The fund's open price was 12.31. Northern Small has about a 21 % 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 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets in equity securities of small capitalization companies, which 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 companies in the Russell 2000 Value Index. More on Northern Small Cap

Moving together with Northern Mutual Fund

  0.99VSIIX Vanguard Small CapPairCorr
  0.99VISVX Vanguard Small CapPairCorr
  0.99DFSVX Us Small CapPairCorr
  0.99DFFVX Us Targeted ValuePairCorr
  0.98UBVCX Undiscovered ManagersPairCorr
  0.98UBVAX Undiscovered ManagersPairCorr

Northern Mutual Fund Highlights

Thematic IdeaSmall Value Funds (View all Themes)
Fund ConcentrationSmall Value Funds, Small Value, Northern Funds, Large, Small Value (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Northern Small Cap [NOSGX] is traded in USA and was established 20th of March 2025. The fund is listed under Small Value category and is part of Northern Funds family. The entity is thematically classified as Small Value Funds. This fund now has accumulated 1.62 B in assets with minimum initial investment of 2.5 K. Northern Small Cap is currently producing year-to-date (YTD) return of 1.69% with the current yeild of 0.01%, while the total return for the last 3 years was 2.72%.
Check Northern Small Probability Of Bankruptcy

Instrument Allocation

Top Northern Small Cap Mutual Fund Constituents

WBSWebster FinancialStockFinancials
TGNATegna IncStockCommunication Services
FAFFirst AmericanStockFinancials
SWXSouthwest Gas HoldingsStockUtilities
BBarnes GroupStockIndustrials
CWCurtiss WrightStockIndustrials
STAGSTAG IndustrialStockReal Estate
UMBFUMB FinancialStockFinancials
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Northern Small Cap Risk Profiles

Northern Small Against Markets

Other Information on Investing in Northern Mutual Fund

Northern Small 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 Small security.
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