Northern Large Cap Value
Northern Trust 50 South Lasalle Chicago, IL 60607
Map
Phone: 800-595-9111
| Category: | Large Value | | Fund Family: | Northern Funds | | Net Assets: | 248.90M | | Year-to-Date Return: | 18.77% | | Yield: | 2.95% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Aug-00 |
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Donna L. Renaud
Lead Manager since
12-Mar-07 | | | Renaud is a managing director and senior portfolio manager with Northern Trust. She has spent nearly 20 years in the investment industry. Her extensive analytical and research experience encompasses both equity and fixed income markets. Renaud's clients have included institutions and high net worth individuals. Prior to joining Northern Trust Value Investors, she founded Renaud Asset Management, specializing in large-cap value equities. Previously, she worked as an analyst. |
| 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 assets in the equity securities of large capitalization companies. In buying stocks, the management team uses a disciplined strategy to identify companies it believes are worth more than is indicated by current market prices, focusing on such factors as a company?s cash flow, dividend yield, financial strength and asset valuation. |
| Last Dividend
(1-Jul-09):
| 0.00 | | Last Cap Gain
(19-Dec-07):
| 1.45 | | Annual Holdings Turnover
| 61.00% | | Average for Category:
| 67.10% |
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| Expense | NOLVX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.27% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 384 | $635 | | 5 Yr Expense Projection*: |
$ 665 | $963 | | 10 Yr Expense Projection*: |
$ 1,466 | $1,849 |
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1.78% Nasdaq 
0.01 (0.12%) 
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