Northern Global Sustainability Index
Northern Funds 50 South Lasalle Chicago, IL 60607
Map
Phone: 800-595-9111
| Category: | World Stock | | Fund Family: | Northern Funds | | Net Assets: | 60.39M | | Year-to-Date Return: | 28.02% | | Yield: | 1.03% | | Morningstar Rating: | N/A | | Fund Inception Date: | 05-Mar-08 |
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Shaun Murphy
Lead Manager since
05-Mar-08 | | | Murphy, vice president, is the Team Leader, International Index responsible for non-US Index portfolio management and trading in New York. Before this role, he was a portfolio manager in the U.S. Equities Division within the Quantitative Management Group of Northern Trust Global Investments. He joined Northern Trust as a vice president in June 2004. He was previously a portfolio manager at State Street Global Advisors in London. |
| 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 to approximate the overall performance of the securities included in the KLD Global Sustainability index (the KLD GS index). The fund invests substantially all (and at least 80%) of net assets in equity securities included in the KLD GS index, in weightings that approximate the relative composition of the securities contained in the KLD GS index. The KLD GS index includes the highest-ranked companies in each sector based on environmental, social and governance screening and research criteria applied by the index provider. |
| Last Dividend
(19-Dec-08):
| 0.09 | | Last Cap Gain
(19-Dec-08):
| 0.00 | | Annual Holdings Turnover
| 17.55% | | Average for Category:
| 91.16% |
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| Expense | NSRIX | Category
Avg | | Total Expense Ratio: | %
| 1.50% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | %
| 2.55% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $722 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,127 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,262 |
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0.31% Nasdaq 0.00%
0.02 (0.24%) 
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