Northern Institutional Small Co Idx D
Northern Institutional Funds 50 South LaSalle Street Chicago, IL 60607
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Phone: 800-637-1380
| Category: | Small Blend | | Fund Family: | Northern Funds | | Net Assets: | 110.00K | | Year-to-Date Return: | -6.20% | | Yield: | 0.93% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Dec-94 |
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Chad M. Rakvin
Lead Manager since
30-Sep-05 | | | Rakvin is a senior vice president at NTI. He joined NTI in 2004 and has been a member of the quantitative management group for domestic index products. Prior to that, he was an independent consultant to institutional money managers and financial services companies as well as an author of proprietary research and white papers. From 1999 to 2004, he was with Barclays Global Investors as head of index research and an equity portfolio manager. Rakvin holds the Charted Financial Analyst designation. |
| 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 investment results approximating the aggregate price and dividend performance of the securities included in the Russell 2000 index. The fund normally invests at least 80% of net assets in the equity securities included in the Russell 2000 index, in weightings that approximate the relative composition of securities contained in the Russell 2000 index, and in Russell 2000 index futures approved by the CFTC. It tries to duplicate the investment composition and performance of the Russell 2000 index by using computer programs and statistical procedures. |
| Last Dividend
(20-Dec-07):
| 0.15 | | Last Cap Gain
(19-Dec-00):
| 1.53 | | Annual Holdings Turnover
| 37.00% | | Average for Category:
| 92.45% |
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| Expense | BSIDX | Category
Avg | | Total Expense Ratio: | 0.70%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.20% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$296 | $589 | | 5 Yr Expense Projection*: |
$515 | $962 | | 10 Yr Expense Projection*: |
$1,143 | $1,922 |
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1.47% Nasdaq 
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