Small Cap Value FundNOSGX

MUTUAL FUNDNorthern Trust
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$616.5M
Expense ratio
0.51%
1-year return
+22.9%
3 years, a year
+11.9%
5 years, a year
+6.0%
Holdings
420

What it aims to do.

The Fund seeks to provide long-term capital appreciation. Any income received is incidental to this objective.

Top 10 holdings.

Holding% of fund
Ni US Gov T Portfolio3.11%
Cme2.83%
Northern Institutional Liquid Asset Portfolio2.05%
ANDE Andersons Inc/The1.43%
PLAB Photronics Inc1.30%
CMC Commercial Metals Co1.29%
Taylor Morrison Home Corp1.28%
HL Hecla Mining Co1.25%
CNO Cno Finl. Grp. Inc1.20%
SANM Sanmina Corp1.10%

More on NOSGX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.