NSIDX Rating, Research - Northern Small Cap Index

Northern Small Cap Index (nsidx)

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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 = 14

Threats + Weaknesses = 8

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of net assets in domestic common stocks (see stock research), preferred stocks (see stock research), convertible preferred stocks (see stock research) warrants and rights of small-cap companies. It considers a company to be small-cap if it has a market capitalization of $2.5 billion or less. It may invest up to 20% of net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges.

Management Analysis Update

Performance Analysis Update