Skip to Content
Morningstar

Northern Small Cap Core I NSGRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Northern Trust Investment Hub

Morningstar’s Analysis NSGRX

Will NSGRX outperform in 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 NSGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NSGRX 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 NSGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Northern Small Cap Core I's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor