NOLVX : Northern Large Cap Value Fund

NOLVX is a US Stocks Market Large Value with MODERATE fees.

NOLVX

Northern Large Cap Value Fund

FI Score

46 /100

Expense Ratio Rating

8 /10

Expense Rating

4 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

46% FI Score
  • nolvx
  • Mutual Fund
  • US Stocks
  • Large Value

Northern Large Cap Value Fund

Expenses: 0.59% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks to provide long-term capital appreciation. In seeking long-term capital appreciation, the fund will invest, under normal circumstances, at least 80% of its net assets in equity securities of large capitalization companies. 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® Value Index.

Largest Holdings

Amount Holding
3.13% AT&T Inc
3.03% Pfizer Inc
2.91% Walmart Inc
2.53% Bank of America Corp
2.29% Medtronic PLC
2.26% Chevron Corp
2.23% Intel Corp
2.03% JPMorgan Chase & Co
1.94% Johnson & Johnson
1.85% Comcast Corp Class A
1.78% Berkshire Hathaway Inc B
1.73% Prologis Inc
1.65% Citigroup Inc
1.65% Abbott Laboratories
1.56% Procter & Gamble Co
1.54% Target Corp
1.53% General Mills Inc
1.43% Biogen Inc
1.39% Goldman Sachs Group Inc
1.36% Becton, Dickinson and Co
1.36% Eaton Corp PLC
1.23% Morgan Stanley
1.18% Verizon Communications Inc
1.15% Humana Inc
1.12% Exxon Mobil Corp

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