NOGEX Rating, Research - Northern Large Cap Equity

Northern Large Cap Equity (nogex)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 236

Threats + Weaknesses = 134

When strengths & opportunities substantially exceed threats & weaknesses an investment in the nogex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Northern Large Cap Equity (NOGEX) Description: NOGEX is a mutual fund, which is an investment that owns a basket of assets. The NOGEX mutual fund was provided by Northern and this investment vehicle derives the majority of its value from equity holdings (stocks). Northerns mutual fund has a short management tenure and is in the average fund size classification. NOGEXs minimum initial investment amount is $2500 while the IRA minimum is $500. NOGEXs expense ratio is roughly 1%. The latest NOGEXs front end load was 0% and the back end load was 0%. The Northern Large Cap Equity (NOGEX) mutual fund falls under the large-cap mixed category. NOGEX focuses its investments in USA and NOGEX is not affiliated with a particular industry or fund sector. The Northern Large Cap Equity (NOGEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NOGEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NOGEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return, consisting of long-term capital appreciation and current income. The fund normally invests at least 80% of net assets in common stocks (see stock research). It invests at least 80% of net assets in equity securities (see equity research) of U.S. companies that have large market capitalizations (generally over $2 billion) that have the potential for long-term growth and current income. The fund may invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments. It may also invest up to 20% of its net assets in foreign securities.

Management Analysis Update

Performance Analysis Update