Northern Large Cap Fund Five Year Return
NOLVX Fund | USD 21.33 0.09 0.42% |
Northern Large Cap fundamentals help investors to digest information that contributes to Northern Large's financial success or failures. It also enables traders to predict the movement of Northern Mutual Fund. The fundamental analysis module provides a way to measure Northern Large's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Northern Large mutual fund.
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Northern Five Year Return Analysis
Northern Large's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Northern Large Five Year Return | 10.68 % |
Most of Northern Large's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Northern Large Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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Northern Large Five Year Return Component Assessment
According to the company disclosure, Northern Large Cap has a Five Year Return of 10.6837%. This is much higher than that of the Northern Funds family and significantly higher than that of the Large Value category. The five year return for all United States funds is notably lower than that of the firm.
Northern Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Northern Large's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Northern Large could also be used in its relative valuation, which is a method of valuing Northern Large by comparing valuation metrics of similar companies.Northern Large is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Northern Large
The fund invests 99.77% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.23%) .Asset allocation divides Northern Large's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Northern Fundamentals
Price To Earning | 16.47 X | ||||
Price To Book | 1.50 X | ||||
Price To Sales | 1.03 X | ||||
Annual Yield | 0.03 % | ||||
Year To Date Return | 8.37 % | ||||
One Year Return | 24.33 % | ||||
Three Year Return | 8.61 % | ||||
Five Year Return | 10.68 % | ||||
Ten Year Return | 7.77 % | ||||
Net Asset | 59.59 M | ||||
Minimum Initial Investment | 2.5 K | ||||
Last Dividend Paid | 0.26 | ||||
Cash Position Weight | 0.23 % | ||||
Equity Positions Weight | 99.77 % |
About Northern Large Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Northern Large Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Northern Large using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Northern Large Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.In seeking long-term capital appreciation, the fund will invest, under normal circumstances, at least 80 percent of its net assets in equity securities of large capitalization companies. Large capitalization companies generally are considered to be those whose market capitalization is, at the time the fund makes an investment, within the range of the market capitalization of the companies in the Russell 1000 Value Index.
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Complementary Tools for Northern Mutual Fund analysis
When running Northern Large's price analysis, check to measure Northern Large's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Northern Large is operating at the current time. Most of Northern Large's value examination focuses on studying past and present price action to predict the probability of Northern Large's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Northern Large's price. Additionally, you may evaluate how the addition of Northern Large to your portfolios can decrease your overall portfolio volatility.
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