Northern Institutional Small Co Gr A
Northern Institutional Funds 50 South LaSalle Street Chicago, IL 60607
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Phone: 800-637-1380
| Category: | Small Growth | | Fund Family: | Northern Funds | | Net Assets: | 1.82M | | Year-to-Date Return: | -5.49% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-99 |
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Matthew Peron
Lead Manager since
31-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. |
| 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 small capitalization companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000(R) index. |
| Last Dividend
(30-Jan-03):
| 0.00 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 171.00% | | Average for Category:
| 111.80% |
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| Expense | BSGRX | Category
Avg | | Total Expense Ratio: | 0.92%
| 1.60% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,632 | $702 | | 5 Yr Expense Projection*: |
$2,707 | $1,111 | | 10 Yr Expense Projection*: |
$5,350 | $2,197 |
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0.65% Nasdaq 
0.27%
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