Northern Large Cap Fund Quote
| NOLCX Fund | USD 30.85 0.01 0.03% |
PerformanceVery Strong
| Odds Of DistressLow
|
Northern Large is trading at 30.85 as of the 19th of July 2025; that is 0.03 percent increase since the beginning of the trading day. The fund's open price was 30.84. Northern Large has less than a 11 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund will invest at least 80 percent of its 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 generally are considered to be those whose market capitalization is, at the time the fund makes an investment, within the range of the market capitalization of the companies in the Russell 1000 Index.. More on Northern Large Cap
Moving together with Northern Mutual Fund
Northern Mutual Fund Highlights
| Fund Concentration | Northern Funds, Large Value Funds, Large Blend Funds, Large Blend, Northern Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Northern Large Cap [NOLCX] is traded in USA and was established 19th of July 2025. Northern Large is listed under Northern Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Northern Funds family. This fund now has accumulated 254.72 M in assets with minimum initial investment of 2.5 K. Northern Large Cap is currently producing year-to-date (YTD) return of 8.46% with the current yeild of 0.01%, while the total return for the last 3 years was 19.98%.
Check Northern Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Northern Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Northern Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Northern Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Northern Large Cap Mutual Fund Constituents
| XOM | Exxon Mobil Corp | Stock | Energy | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| WMT | Walmart | Stock | Consumer Staples | |
| WFC | Wells Fargo | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| T | ATT Inc | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology |
Northern Large Cap Risk Profiles
| Mean Deviation | 0.6348 | |||
| Semi Deviation | 0.4686 | |||
| Standard Deviation | 0.9157 | |||
| Variance | 0.8385 |
Northern Large Against Markets
Other Information on Investing in Northern Mutual Fund
Northern Large financial ratios help investors to determine whether Northern Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Northern with respect to the benefits of owning Northern Large security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
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