Northern Growth Equity Northern Trust 50 South Lasalle Chicago, IL 60607 Map
Phone: 800-595-9111
| Category: | Large Blend | | Fund Family: | Northern Funds | | Net Assets: | 165.72M | | Year-to-Date Return: | 26.84% | | Yield: | 1.10% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-94 |
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John S. Cole
Lead Manager since
28-Jul-05 | | | Cole is a senior vice president of Northern Trust. He has had such responsibility since September 2005. Cole joined Northern Trust in 2005. From 1997 to 2005, he was with Lincoln Equity Management, LLC. From 2003 to 2005, Cole served as the chief operating officer and managing director and during the past five years has managed various equity portfolios. |
| 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 capital appreciation. The fund normally invests at least 80% of net assets in equity securities. The companies in which the fund invests generally have market capitalizations in excess of $1 billion. |
| Last Dividend
(24-Sep-09):
| 0.02 | | Last Cap Gain
(19-Dec-07):
| 1.95 | | Annual Holdings Turnover
| 92.02% | | Average for Category:
| 70.87% |
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| Expense | NOGEX | Category Avg | | Total Expense Ratio: | 1.00%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 381 | $774 | | 5 Yr Expense Projection*: |
$ 660 | $1,287 | | 10 Yr Expense Projection*: |
$ 1,455 | $2,366 |
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