Northern Enhanced Large Cap
50 South LaSalle Street Chicago, IL 60607
Map
Phone: 800-595-9111
| Category: | Large Blend | | Fund Family: | Northern Funds | | Net Assets: | 49.65M | | Year-to-Date Return: | -12.13% | | Yield: | 1.80% | | Morningstar Rating: | N/A | | Fund Inception Date: | 16-Dec-05 |
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Joseph E. Wolfe
Lead Manager since
16-Dec-05 | | | Wolfe is a portfolio manager and senior vice president with Northern Trust. Since joining Northern Trust in 2005, he has been a quantitative group portfolio manager and researcher. From March 2001 to February 2005, Wolfe was a senior quantitative analyst with the State Teachers Retirement System in Ohio. Wolfe holds the Chartered Financial Analyst designation. |
| 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 long-term growth of capital and dividend income. The fund normally invests at least 80% of net assets in a broadly diversified portfolio of equity securities in large capitalization U.S. companies, including foreign issuers that are traded in the U.S. large capitalization companies. |
| Last Dividend
(24-Jun-08):
| 0.04 | | Last Cap Gain
(19-Dec-07):
| 0.61 | | Annual Holdings Turnover
| 191.00% | | Average for Category:
| 71.30% |
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| Expense | NOLCX | Category
Avg | | Total Expense Ratio: | 0.60%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$218 | $577 | | 5 Yr Expense Projection*: |
$379 | $877 | | 10 Yr Expense Projection*: |
$847 | $1,739 |
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1.49% Nasdaq 
0.27%
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