Northern Small Cap Value
Northern Funds 50 South Lasalle Chicago, IL 60607
Map
Phone: 800-595-9111
| Category: | Small Value | | Fund Family: | Northern Funds | | Net Assets: | 1.28B | | Year-to-Date Return: | 10.17% | | Yield: | 0.96% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-94 |
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Robert H. Bergson
Lead Manager since
31-Jul-01 | | | Bergson is a senior vice president at The Northern Trust Company, Chicago. Bergson is a senior portfolio manager and researcher in the Quantitative Active Team. As a senior member, Bergson is responsible for research and implementation of several quantitative equity strategies. Prior to joining Northern Trust as a second vice president in 1997, Bergson was the director of research at Real Estate Research Corp. in Chicago. |
| 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 of small capitalization companies with market capitalizations that are, at the time of purchase, within the range of the Russell 2000 Value index. It may emphasize particular companies or market segments, such as financial services. |
| Last Dividend
(19-Dec-08):
| 0.11 | | Last Cap Gain
(19-Dec-07):
| 1.11 | | Annual Holdings Turnover
| 36.95% | | Average for Category:
| 86.18% |
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| Expense | NOSGX | Category
Avg | | Total Expense Ratio: | %
| 1.52% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $638 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,010 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,034 |
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0.31% Nasdaq 
0.05%
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