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Northern Small Cap Value (NOSGX)On Jan 7: 12.60  Up 0.12 (0.96%)  
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Profile  As of 30-Nov-09Get Profile for:
Northern Small Cap Value
Northern Funds 50 South Lasalle Chicago, IL 60607
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Phone: 800-595-9111
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FUND OVERVIEW 
Category:Small Value
Fund Family:Northern Funds
Net Assets:1.28B
Year-to-Date Return:10.17%
Yield:0.96%
Morningstar Rating:3 stars
Fund Inception Date:31-Mar-94
MORNINGSTAR STYLE BOX 
Small Value
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
NOSGX can be purchased from brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
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%
FEES & EXPENSES 
ExpenseNOSGXCategory
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
* Per $10,000 invested


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