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The North Country Large Cap Equity Fund NCEGX

Quantitative rating as of | See North Country Investment Hub
  • NAV / 1-Day Return 18.40  /  0.76 %
  • Total Assets 131.4 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 0.57%
  • Turnover 7%

Morningstar’s Analysis NCEGX

Will NCEGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The North Country Large Cap Equity Fund earns a Morningstar Quantitative Rating of Negative on the basis of subpar People and Parent Pillar ratings. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers. The strategy changed its peer group last November, moving from the Large Growth category to the Large Blend Morningstar Category.

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