The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of small capitalization companies, which are considered to be those whose market capitalization is within the range of the market capitalization of companies in the Russell 2000 Value Index. It may emphasize particular companies or market segments, such as financial services, in attempting to achieve its investment objective. Many of the companies in which the fund invests retain their earnings to finance current and future growth. These companies generally pay little or no dividends.
Fund filings (PDF) »
Robert Bergson (Started: Jul 31, 2001)
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Northern Funds, 50 South Lasalle, Chicago, IL 60607, USA