Northern Multi-Manager Small Cap Northern Funds 50 South Lasalle Chicago, IL 60607 Map
Phone: 800-595-9111
| Category: | Small Growth | | Fund Family: | Northern Funds | | Net Assets: | 387.64M | | Year-to-Date Return: | 21.17% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 22-Jun-06 |
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Gary W. Lisenbee
Lead Manager since
22-Jun-06 | | | Lisenbee is an portfolio manager and president of Metropolitan West Capital Management. He co-founded Metropolitan West in 1997. Lisenbee has over 33 years of investment industry experience. |
| 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 to provide long-term capital appreciation. The fund invests at least 80% of net assets in equity securities of small capitalization companies whose market capitalization is generally within the range of the market capitalization of companies in the Russell 2000 index or the S&P SmallCap 600 index. It may invest up to 20% of net assets in equity securities of companies with higher or lower market capitalizations than the ranges of the Russell 2000 index or the S&P SmallCap 600 index. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(19-Dec-08):
| 0.01 | | Annual Holdings Turnover
| 185.25% | | Average for Category:
| 133.38% |
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| Expense | NMMSX | Category Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
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