Northern Enhanced Large Cap Northern Funds 50 South Lasalle Chicago, IL 60607 Map
Phone: 800-595-9111
| Category: | Large Blend | | Fund Family: | Northern Funds | | Net Assets: | 23.68M | | Year-to-Date Return: | 24.06% | | Yield: | 1.79% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Dec-05 |
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Joseph E. Wolfe
Lead Manager since
16-Dec-05 | | | Wolfe is a vice president at The Northern Trust Company, Chicago. He is a portfolio manager and researcher in the Quantitative Active team responsible for research and implementation of several quantitative equity strategies. Prior to joining Northern Trust in 2005, Joseph was a senior quantitative analyst with the State Teachers Retirement System of Ohio. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital and dividend income. Under normal circumstances, the fund normally invests at least 80% of net assets in a broadly diversified portfolio of equity securities in large capitalization U.S. companies, including foreign issuers that are traded in the U.S. 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 Standard & Poor?s 500 Composite Stock Price index. |
| Last Dividend
(24-Sep-09):
| 0.03 | | Last Cap Gain
(19-Dec-07):
| 0.61 | | Annual Holdings Turnover
| 100.07% | | Average for Category:
| 78.74% |
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| Expense | NOLCX | Category Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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