Northern Large Cap Core Fund NOLCX

Morningstar Medalist Rating
  • NAV / 1-Day Return$35.02  /  −0.17%
  • Fund Size$351.0M
  • Adjusted Expense Ratio0.450%
  • Net Expense Ratio0.450%
  • Fee Level: DistributionBelow Average
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield0.80%
  • Turnover Ratio43%

Morningstar’s Analysis NOLCX

Will NOLCX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Northern Large Cap Core holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings NOLCX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings42.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.9933M
Technology

Apple Inc

7.8129M
Technology

Alphabet Inc Class A

6.1123M
Communication Services

Microsoft Corp

5.1019M
Technology

Amazon.com Inc

3.7014M
Consumer Cyclical

Broadcom Inc

2.9211M
Technology

Meta Platforms Inc Class A

2.399M
Communication Services

Micron Technology Inc

2.098M
Technology

JPMorgan Chase & Co

1.676M
Financial Services

Berkshire Hathaway Inc Class B

1.556M
Financial Services

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