Northern Large Cap Value
50 South LaSalle Street Chicago, IL 60607
Map
Phone: 800-595-9111
| Category: | Large Value | | Fund Family: | Northern Funds | | Net Assets: | 428.32M | | Year-to-Date Return: | -10.86% | | Yield: | 3.46% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Aug-00 |
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Betsy L Turner
Lead Manager since
28-Jan-04 | | | Betsy L. Turner, Senior Portfolio ManagerIn the sixteen years Betsy has been in the investment field, she has had experience with both institutional and individual clients. Betsy began her career in New York trading U.S. equities for foreign institutions at Nat West Securities. After relocating to Florida in 1991, she became an investment administrator with Island National Bank and Trust of Palm Beach, where she invested in equities and fixed income securities for high net worth individuals. Betsy holds |
| 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 capital appreciation. The fund normally invests at least 80% of assets in the equity securities of large capitalization companies. In buying stocks, the management team uses a disciplined strategy to identify companies it believes are worth more than is indicated by current market prices, focusing on such factors as a company's price-to-earnings ratio, dividend yield and growth rate, earnings potential and asset valuation. The fund may make limited investments in securities of foreign issuers. |
| Last Dividend
(19-Dec-07):
| 0.40 | | Last Cap Gain
(19-Dec-07):
| 1.45 | | Annual Holdings Turnover
| 68.00% | | Average for Category:
| 59.99% |
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| Expense | NOLVX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.27% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$372 | $588 | | 5 Yr Expense Projection*: |
$644 | $902 | | 10 Yr Expense Projection*: |
$1,420 | $1,772 |
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1.49% Nasdaq 
0.27%
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