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Northern Funds Income Equity Fund: (MF: NOIEX)

(NASDAQ Mutual Funds) As of Apr 28, 2025 08:00 PM ET

$15.77 USD

+0.02 (0.13%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD -2.62 96
3 months -2.62 96
6 months -0.91 70
1 Year 9.79 23
3 Year 9.00 5
5 Year 18.20 4
10 Year 10.84 4

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 87.69
Bear Market (10/07 - 2/09) -41.71
Bull Market (2/09 - 3/21) 718.86

Load Adjusted Returns as of Mar 31, 2025

1 Year 9.79
5 Year 18.20
10 Year 10.85
Since Inception 10.49

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.62 NA NA NA
2024 10.04 3.46 7.09 1.75
2023 4.22 6.71 -2.62 10.64
2022 -2.87 -13.48 -6.24 10.25
2021 6.90 7.58 -0.11 11.46
2020 -22.67 19.18 6.95 12.40

Annual Return

20252024202320222021202020192018201720162015
% Total Return -2.6224.0819.83-13.1328.0410.7927.00-6.4020.2111.360.46
% Total Return Rel to Index 1.63-0.93-6.405.06-0.63-7.60-4.48-2.01-1.58-0.57-0.92
% Total Return Rel to Peer -4.7412.4310.45-6.167.045.635.010.616.090.003.95
% Perf Quintile vs Peer* 0.000.001.005.001.001.001.003.001.003.001.00
% Dividends 0.040.300.320.230.230.200.260.250.290.260.23
% Yield 0.241.661.791.661.241.331.731.851.821.941.81
Capital Gains ($) 0.000.710.680.481.990.840.891.560.790.120.43
Expense Ratio 0.000.490.661.011.011.021.011.011.011.001.00

* 1 = Top 20%, 5 = Bottom 20%