Northern Large Cap Fund Quote

NOLVX Fund  USD 21.73  0.14  0.65%   

Performance

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Odds Of Distress

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Low
Northern Large is trading at 21.73 as of the 19th of July 2025; that is 0.65 percent increase since the beginning of the trading day. The fund's open price was 21.59. Northern Large has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid 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.
In seeking long-term capital appreciation, the fund will invest, under normal circumstances, at least 80 percent of its net assets in equity securities of large capitalization companies. 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 Value Index.. More on Northern Large Cap

Moving together with Northern Mutual Fund

  0.62NOBOX Northern Bond IndexPairCorr
  0.69NOCBX Northern E BondPairCorr
  0.68NOAZX Northern Arizona TaxPairCorr
  0.96NOEMX Northern Emerging MarketsPairCorr
  0.73NOFIX Northern Fixed IncomePairCorr
  0.98NOIEX Northern Income EquityPairCorr

Northern Mutual Fund Highlights

Fund ConcentrationNorthern Funds, Large Funds, Large Value Funds, Large Value, Northern Funds (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Northern Large Cap [NOLVX] 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 Value category and is part of Northern Funds family. This fund now has accumulated 59.59 M in assets with minimum initial investment of 2.5 K. Northern Large Cap is currently producing year-to-date (YTD) return of 5.54% with the current yeild of 0.02%, while the total return for the last 3 years was 11.79%.
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

EXCExelonStockUtilities
MRKMerck CompanyStockHealth Care
XOMExxon Mobil CorpStockEnergy
CSCOCisco SystemsStockInformation Technology
INTCIntelStockInformation Technology
WMTWalmartStockConsumer Staples
WFCWells FargoStockFinancials
TMOThermo Fisher ScientificStockHealth Care
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Northern Large Cap Risk Profiles

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.
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