Northern Funds Buy Hold or Sell Recommendation

NOLVX -- USA Fund  

USD 18.16  0.01  0.06%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Northern Funds Large Cap Value is 'Strong Hold'. Macroaxis provides Northern Funds buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding NOLVX positions. The advice algorithm takes into account all of Northern Funds Large available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from NOLVX buy-and-hold prospective. Additionally see Northern Funds Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Execute Advice
Sell Northern FundsBuy Northern Funds
Strong Hold


Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon Northern Funds Large Cap Value has a risk adjusted performance of 0.04, jensen alpha of 0.0022, total risk alpha of (0.038129), sortino ratio of (0.06) and treynor ratio of 0.0826
Our buy, hold, or sell recommendation tool can be used to cross verify current analyst consensus on Northern Funds Large Cap Value and to analyze the entity potential to grow in the current economic cycle. Use Northern Funds Large Cap Value Price to Earning, Three Year Return as well as the relationship between Three Year Return and Cash Position Weight to make sure your buy or sell decision on Northern Funds Large is adequate.

Northern Funds Trading Alerts and Improvement Suggestions

The fund generated five year return of -3.0%
Northern Funds Large maintains 99.8% of its assets in stocks

Northern Funds Returns Distribution Density

Mean Return0.035077Value At Risk1.11
Potential Upside0.89Standard Deviation0.66
 Return Density 

Northern Funds Greeks

Alpha over DOW
Beta against DOW=0.30
Overall volatility
Information ratio =0.08

Northern Funds Volatility Alert

Northern Funds Large Cap Value has low volatility with Treynor Ratio of 0.08, Maximum Drawdown of 3.12 and kurtosis of 1.83. However, we advice all investors to further analyze Northern Funds Large Cap Value to make certain all market information is desiminated and is consistent with the current expectations about Northern Funds upside potential.
 Better Than Average     
 Worse Than Average Compare Northern Funds to competition

Northern Funds Fundamental Vs Peers

FundamentalsNorthern FundsPeer Average
Price to Earning16.47 6.53 
Price to Book1.50 0.74 
Price to Sales1.03 0.61 
One Year Return(7.21) 4.15 
Three Year Return15.16 3.60 
Five Year Return(3.03) 3.24 
Ten Year Return2.81 1.79 
Net Asset72.5 M4.11 B
Minimum Initial Investment2.5 K976.16 K
Last Dividend Paid0.360.65
Cash Position Weight0.20 10.61 
Equity Positions Weight99.80 63.90