Northern Small Cap Fund Quote
| NSIDX Fund | USD 13.03 0.20 1.56% |
PerformanceVery Weak
| Odds Of DistressLow
|
Northern Small is trading at 13.03 as of the 20th of March 2025; that is 1.56 percent increase since the beginning of the trading day. The fund's open price was 12.83. 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 substantially all of its net assets in the equity securities included in the Russell 2000 Index, in weightings that approximate the relative composition of securities contained in the Russell 2000 Index, and in index futures approved by the Commodity Futures Trading Commission. More on Northern Small Cap
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Northern Mutual Fund Highlights
| Thematic Idea | Small Blend Funds (View all Themes) |
| Fund Concentration | Northern Funds, Large Funds, Small Blend Funds, Small Blend Funds, Small Blend, Northern Funds, Large, Small Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Northern Small Cap [NSIDX] is traded in USA and was established 20th of March 2025. Northern Small is listed under Northern Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Northern Funds family. The entity is thematically classified as Small Blend Funds. This fund now has accumulated 1.18 B in assets with minimum initial investment of 2.5 K. Northern Small Cap is currently producing year-to-date (YTD) return of 2.37% with the current yeild of 0.02%, while the total return for the last 3 years was 3.16%.
Check Northern Small 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 Small 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 Small Cap Mutual Fund Constituents
| HELE | Helen of Troy | Stock | Consumer Discretionary | |
| LITE | Lumentum Holdings | Stock | Information Technology | |
| MKSI | MKS Instruments | Stock | Information Technology | |
| FNB | FNB Corp | Stock | Financials | |
| BLKB | Blackbaud | Stock | Information Technology | |
| EHC | Encompass Health Corp | Stock | Health Care | |
| ARRY | Array Technologies | Stock | Industrials | |
| SAIC | Science Applications International | Stock | Information Technology |
Northern Small Cap Risk Profiles
| Mean Deviation | 1.05 | |||
| Standard Deviation | 1.42 | |||
| Variance | 2.01 | |||
| Risk Adjusted Performance | (0.17) |
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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