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.
- NAV / 1-Day Return 18.40 / 0.76 %
- Total Assets 131.4 Mil
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Adj. Expense Ratio
- 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.