Northern Large Cap Value (NOLVX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Northern Large Cap Value
Chicago, IL 60607
50 South Lasalle
Northern Funds
+1 8005959111
Management information
,Lead manager since 30 July 2015
Sridhar Kancharla, CFA, is Head of Large Cap Quantitative Portfolio Management, responsible for research and implementation of several large/small cap quantitative equity strategies. Prior to joining Northern Trust in 2007, Sridhar was a Senior Software Engineer at Grossman & Associates responsible for developing industry leading commodity management and accounting software deployed at multi-billion dollar grain companies throughout North America.
Sridhar holds a B.S in Computer Science and Mathematics from the University of Illinois at Urbana-Champaign. He is a CFA charter holder, a member of the CFA Institute, and the CFA Society of Chicago.
Mark received his B.A. degree in Quantitative Economic and Decision Sciences from University of California, San Diego and an M.B.A from the University of Chicago. Mark is a CFA Charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Value
Fund familyNorthern Funds
Net assets62.71M
YTD return7.90%
Yield3.05%
Morningstar rating★★★
Inception date2 Aug 2000
Fund operations
Last dividend0.65
Last cap gain3.00
Holdings turnover78.33%
Average for categoryN/A
Fees and expenses
ExpenseNOLVXCategory average
Annual report expense ratio (net)0.56%0.90%
Prospectus net expense ratio0.56%N/A
Prospectus gross expense ratio0.75%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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