Northern Small Cap Fund Quote
| NSIDX Fund | USD 14.01 0.14 1.01% |
PerformanceSolid
| Odds Of DistressLow
|
Northern Small is trading at 14.01 as of the 16th of July 2025; that is 1.01 percent increase since the beginning of the trading day. The fund's open price was 13.87. Northern Small has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 17th of April 2025 and ending today, the 16th of July 2025. Click here to learn more.
The fund will invest substantially all of its net assets in the equity securities included in the Russell 2000 Index, in weightings that approximate the relative composition of securities contained in the Russell 2000 Index, and in index futures approved by the Commodity Futures Trading Commission. More on Northern Small Cap
Moving together with Northern Mutual Fund
Northern Mutual Fund Highlights
| Fund Concentration | Northern Funds, Large Funds, Small Blend Funds, Small Blend, Northern Funds, Large, Small Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Northern Small Cap [NSIDX] is traded in USA and was established 16th of July 2025. Northern Small is listed under Northern Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Northern Funds family. This fund now has accumulated 1.18 B in assets with minimum initial investment of 2.5 K. Northern Small Cap is currently producing year-to-date (YTD) return of 0.93% with the current yeild of 0.02%, while the total return for the last 3 years was 10.4%.
Check Northern Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Northern Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Northern Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Northern Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Northern Small Cap Mutual Fund Constituents
| EME | EMCOR Group | Stock | Industrials | |
| SAIC | Science Applications International | Stock | Information Technology | |
| THC | Tenet Healthcare | Stock | Health Care | |
| TREX | Trex Company | Stock | Industrials | |
| TTWO | Take Two Interactive Software | Stock | Communication Services | |
| HQY | HealthEquity | Stock | Health Care | |
| KNX | Knight Transportation | Stock | Industrials | |
| LAD | Lithia Motors | Stock | Consumer Discretionary |
Northern Small Cap Risk Profiles
| Mean Deviation | 0.9746 | |||
| Semi Deviation | 1.13 | |||
| Standard Deviation | 1.31 | |||
| Variance | 1.72 |
Northern Small Against Markets
Other Information on Investing in Northern Mutual Fund
Northern Small financial ratios help investors to determine whether Northern Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Northern with respect to the benefits of owning Northern Small security.
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