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Morningstar

Northern Small Cap Index NSIDX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.58  /  0.48 %
  • Total Assets 1.3 Bil
  • 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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 12:02 AM GMT+00:00

Morningstar’s Analysis NSIDX

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

People Pillar

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

Summary

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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.

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