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Northern Large Cap Equity Fd: (MF: NOGEX)
(MF) As of Apr 24, 2015 06:05 PM ET
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Zacks MF Rank : 4 - Sell
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
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5 Strong Sell
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General Information as of Mar 31, 2015
%Unrealized Gain YTD
Net Assets (Mil $) 3/31/2015
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 3/31/2015
% of Portfolio
Top Equity Holdings
(As of 12/31/2014) % of Portfolio
JPMORGAN CHASE & CO
WELLS FARGO & CO
EXPRESS SCRIPTS HOLDING C 2.85
GENERAL ELECTRIC CO
CVS CAREMARK CORP
BAXTER INTL INC
COMMUNITY HEALTH SYSTEMS 2.19
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Northern Large Cap Equity Fd NOGEX
%Max Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in April 1994 and is managed by Northern Trust Investments. The fund seeks to provide long-term capital appreciation. The fund's approach is to identify strong, well-managed companies, with above average and consistent sales and earnings growth, good balance sheets, and attractive valuations relative to the market as a whole. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities. Although the fund primarily invests in the securities of U.S. issuers, it may invest, to a limited extent, in the securities of foreign issuers either directly or indirectly (for example, through ADRs). Dividends, if any, are declared and paid quarterly. Capital gains, if any, are declared and paid annually.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
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