- What does NOLCX invest in?
- The fund will invest at least 80% of its net assets in a broadly diversified portfolio of equity securities of large capitalization U.S. companies, including foreign issuers that are traded in the U.S. Large capitalization companies generally are considered to be those whose market capitalization is, at the time the fund makes an investment, within the range of the market capitalization of the companies in the Russell 1000® Index.
- What is the expense ratio of NOLCX?
- Northern Large Cap Core (NOLCX) charges an expense ratio of 0.45%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is NOLCX?
- Northern Large Cap Core (NOLCX) manages $358.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is NOLCX actively managed or an index fund?
- NOLCX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (NOLCX's is 0.45%) because there's no security selection cost.
- When was NOLCX launched?
- Northern Large Cap Core (NOLCX) launched in December 2005 and is managed by the fund issuer.
- How has NOLCX performed?
- NOLCX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
