Northern Small Cap Fund Quote
| NOSGX Fund | USD 13.78 0.14 1.01% |
PerformanceMild
| Odds Of DistressLow
|
Northern Small is trading at 13.78 as of the 7th of November 2025; that is 1.01 percent decrease since the beginning of the trading day. The fund's open price was 13.92. Northern Small has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 9th of August 2025 and ending today, the 7th of November 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets in equity securities of small capitalization companies, which 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 companies in the Russell 2000 Value Index. More on Northern Small Cap
Moving together with Northern Mutual Fund
Northern Mutual Fund Highlights
| Thematic Idea | Small Value Funds (View all Themes) |
| Fund Concentration | Northern Funds, Large Funds, Small Value Funds, Small Value Funds, Small Value, Northern Funds, Large, Small Value (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Northern Small Cap [NOSGX] is traded in USA and was established 7th of November 2025. Northern Small is listed under Northern Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Northern Funds family. The entity is thematically classified as Small Value Funds. This fund now has accumulated 1.62 B in assets with minimum initial investment of 2.5 K. Northern Small Cap is currently producing year-to-date (YTD) return of 1.15% with the current yeild of 0.01%, while the total return for the last 3 years was 7.58%.
Check Northern Small 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 Small 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 Small Cap Mutual Fund Constituents
| CACI | CACI International | Stock | Information Technology | |
| CW | Curtiss Wright | Stock | Industrials | |
| MTH | Meritage | Stock | Consumer Discretionary | |
| IDA | IDACORP | Stock | Utilities | |
| DAR | Darling Ingredients | Stock | Consumer Staples | |
| CATY | Cathay General Bancorp | Stock | Financials | |
| AMKR | Amkor Technology | Stock | Information Technology | |
| WAFD | Washington Federal | Stock | Financials |
Northern Small Cap Risk Profiles
| Mean Deviation | 0.8063 | |||
| Semi Deviation | 0.7626 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.33 |
Northern Small Against Markets
Other Information on Investing in Northern Mutual Fund
Northern Small 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 Small security.
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