Northern Institutional Mid Cap Gr A Northern Institutional Funds 50 South LaSalle Street Chicago, IL 60607 Map
Phone: 800-637-1380
| Category: | Mid-Cap Growth | | Fund Family: | Northern Funds | | Net Assets: | 3.31M | | Year-to-Date Return: | -10.42% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-99 |
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David Kalis
Lead Manager since
01-Nov-06 | | | Kalis is a portfolio manager and senior vice president of Northern Trust, which he joined in November 2006. He was a manager with Segall Bryant & Hamill, his employer since 1996. Prior to joining the firm, he was an analyst and portfolio manager at Cole Taylor Investment Management from 1994 to 1996. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities of medium capitalization companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap(R) index. |
| Last Dividend
(20-Dec-06):
| 0.02 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 248.00% | | Average for Category:
| 117.29% |
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| Expense | BMGRX | Category Avg | | Total Expense Ratio: | 0.92%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$862 | $696 | | 5 Yr Expense Projection*: |
$1,469 | $1,084 | | 10 Yr Expense Projection*: |
$3,109 | $2,130 |
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