Northern Small is trading at 20.98 as of the 15th of October 2024; that is 1.89 percent increase since the beginning of the trading day. The fund's open price was 20.59. Northern Small has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Northern Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2022 and ending today, the 15th of October 2024. Click here to learn more.
The fund will invest at least 80 percent of its net assets in equity securities of small capitalization companies, which are considered to be those whose market capitalization is, at the time the fund makes an investment, within the range of the market capitalization of companies in the Russell 2000 Value Index. More on Northern Small Cap
Northern Small Cap [NOSGX] is traded in USA and was established 15th of October 2024. Northern Small is listed under Northern Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Northern Funds family. The entity is thematically classified as Small Value Funds. This fund now has accumulated 1.62 B in assets with minimum initial investment of 2.5 K. Northern Small Cap is currently producing year-to-date (YTD) return of 7.7% with the current yeild of 0.01%, while the total return for the last 3 years was 5.38%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Northern Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Northern Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Northern Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Northern Mutual Fund
Northern Small financial ratios help investors to determine whether Northern Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Northern with respect to the benefits of owning Northern Small security.