NOSGX Rating, Research - Northern Small Cap Value

Northern Small Cap Value (nosgx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 3

Threats + Weaknesses = 2

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

Fund Management Team

Fund Description Update

Northern Small Cap Value (NOSGX) Description: NOSGX is a mutual fund, which is an investment that owns a basket of assets. The NOSGX 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 medium management tenure and is in the large fund size classification. NOSGXs minimum initial investment amount is $2500 while the IRA minimum is $500. NOSGXs expense ratio is roughly 1%. The latest NOSGXs front end load was 0% and the back end load was 0%. The Northern Small Cap Value (NOSGX) mutual fund falls under the small value category. NOSGX focuses its investments in USA and NOSGX is not affiliated with a particular industry or fund sector. The Northern Small Cap Value (NOSGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NOSGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NOSGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests primarily in the equity securities (see equity research) of small- and micro-cap companies, those with market capitalizations up to $2.5 billion. Although the Fund normally focuses on the securities of companies with market capitalizations up to $2.5 billion, it may, in certain market environments, invest an equal or greater percentage of its assets in securities of larger-cap companies and may invest up to 10% of its assets in foreign securities. Normally, the fund invests at least 65% of its net assets in equity securities (see equity research).


Management Analysis Update


Performance Analysis Update