Morningstar

Northern Small Cap Core Fund Class K NSCKX

Morningstar Medalist Rating
Medalist Rating as of | See Northern Trust Investment Hub
  • NAV / 1-Day Return 28.23  /  +0.50 %
  • Total Assets 368.4M
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.400%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.63%
  • Turnover 19%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:27 AM GMT+0

Morningstar’s Analysis NSCKX

Will NSCKX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NSCKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NSCKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NSCKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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

by Morningstar Automated Analysis
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Portfolio Holdings NSCKX

More NSCKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-mini Russell 2000 Index Future Sept 26

3.56 14M
—

Northern Institutional US Government

3.45 14M
Cash and Equivalents

Argan Inc

0.45 2M
Industrials

Viasat Inc

0.38 2M
Technology

BrightSpring Health Services Inc

0.35 1M
Healthcare

Cytokinetics Inc

0.35 1M
Healthcare

Moog Inc Class A

0.34 1M
Industrials

JFrog Ltd Ordinary Shares

0.33 1M
Technology

InterDigital Inc

0.33 1M
Technology

CNO Financial Group Inc

0.33 1M
Financial Services

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