Northern Small Cap Growth
50 South LaSalle Street Chicago, IL 60607
Map
Phone: 800-595-9111
| Category: | Small Growth | | Fund Family: | Northern Funds | | Net Assets: | 51.48M | | Year-to-Date Return: | -5.30% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-99 |
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Matthew Peron
Lead Manager since
12-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: | $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 net assets in equity securities of small capitalization companies with market capitalizations that are, at the time of purchase, within the range of the Russell 2000 Index. The fund primarily invests in the securities of U.S. issuers, but it may also invest to a limited extent in the securities of foreign issuers. The fund may make significant investments in IPOs. |
| Last Dividend
(30-Jan-03):
| 0.00 | | Last Cap Gain
(19-Dec-00):
| 2.29 | | Annual Holdings Turnover
| 141.00% | | Average for Category:
| 111.80% |
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| Expense | NSGRX | Category
Avg | | Total Expense Ratio: | 1.25%
| 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*: |
$483 | $702 | | 5 Yr Expense Projection*: |
$834 | $1,111 | | 10 Yr Expense Projection*: |
$1,824 | $2,197 |
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0.65% Nasdaq 
0.27%
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