Neither people nor process stand out at Northern Small Cap Index but it gets just enough right to help this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
- NAV / 1-Day Return 12.58 / 0.48 %
- Total Assets 1.3 Bil
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Adj. Expense Ratio
- Expense Ratio 0.100%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 1.17%
- Turnover 26%
Morningstar’s Analysis NSIDX
Will NSIDX outperform in future?
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