Northern Large Cap Core (NOLCX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Northern Large Cap Core
Chicago, IL 60607
50 South Lasalle
Northern Funds
+1 8005959111
Management Information
Michael R. Hunstad,Lead Manager since July 30, 2019
Michael Hunstad is the Chief Investment Officer - Global Equities at Northern Trust. Prior to joining Northern Trust, Mike was head of research at Breakwater Capital, a proprietary trading firm and hedge fund. Other roles include head of quantitative asset allocation at Allstate Investments, LLC and quantitative analyst with a long-short equity hedge fund. Michael holds a PhD in applied mathematics from the Illinois Institute of Technology, an MBA from Purdue University and a BS from Northern State University. He is also finishing a second PhD in economics at the University of Illinois at Chicago.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyNorthern Funds
Net Assets269.01M
YTD Return7.35%
Yield1.12%
Morningstar Rating★★★★
Inception DateDec 15, 2005
Fund Operations
Last Dividend0.06
Last Cap Gain33.00
Holdings Turnover38.46%
Average for CategoryN/A
Fees & Expenses
ExpenseNOLCXCategory Average
Annual Report Expense Ratio (net)0.45%0.84%
Prospectus Net Expense Ratio0.45%N/A
Prospectus Gross Expense Ratio0.56%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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