Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Saturday, December 5, 2009, 5:31AM ET - U.S. Markets Closed. Dow Up 0.22% Nasdaq Up 0.98%
Northern Small Cap Growth (NSGRX)On Dec 4: 11.09  Up 0.23 (2.12%)  
MORE ON NSGRX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 31-Oct-09Get Profile for:
Northern Small Cap Growth
Northern Trust 50 South Lasalle Chicago, IL 60607
Map
Phone: 800-595-9111
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Small Growth
Fund Family:Northern Funds
Net Assets:35.22M
Year-to-Date Return:16.17%
Yield:0.00%
Morningstar Rating:3 stars
Fund Inception Date:30-Sep-99
MORNINGSTAR STYLE BOX 
Small Growth
[View Category Definition]
View Top Small Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Matthew Peron
Lead Manager since 12-Mar-07
Peron is senior vice president of Northern Trust. He joined Northern Trust in November 2005. From January 2005 to November 2005, Peron was the deputy chief risk officer for Alliance Capital Management. From 2002 to 2005, he was a principal of Banc One Capital Markets and a fixed income and equity derivatives risk manager of Bank One. From 1997 to 2002, he was an equity portfolio manager and quantitative analyst at Lincoln Capital Management.
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
NSGRX can be purchased from 15 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 index. It may emphasize particular companies or market segments, such as technology. The fund may make significant investments in IPOs.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain (20-Dec-00): 2.29
Annual Holdings Turnover 299.24%
Average for Category: 132.21%
FEES & EXPENSES 
ExpenseNSGRXCategory
Avg
Total Expense Ratio:1.25% 1.61%
Max 12b1 Fee:0.00% N/A
Max Front End Sales Load:% 5.39%
Max Deferred Sales Load:% 2.63%
3 Yr Expense Projection*: $ 539$680
5 Yr Expense Projection*: $ 928$1,078
10 Yr Expense Projection*: $ 2,019$2,174
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials