About NCEGX
The North Country Large Cap Equity Fund is a mutual fund designed to provide investors with long-term capital appreciation by investing primarily in equity securities of large-capitalization companies. The fund commits at least 80% of its net assets, including any borrowings for investment purposes, to large-cap stocks, defined as those with a market capitalization of $5 billion or more at the time of purchase. Its portfolio includes common and preferred stocks, convertible preferred stocks, and American Depository Receipts (ADRs) of both domestic and foreign-domiciled companies.
The fund diversifies its holdings across major economic sectors such as Information Technology, Health Care, Industrials, Consumer Discretionary, Consumer Staples, Materials, Utilities, Financial Services, Real Estate Investment Trusts (REITs), Energy, and Communication Services. Portfolio management emphasizes a disciplined, buy-and-hold approach, selecting securities based on factors like valuation, market position, management quality, and growth potential. The North Country Large Cap Equity Fund plays a role in providing investors access to a professionally managed, diversified portfolio of large companies, aiming to capture broad market growth over time while maintaining sector flexibility and ongoing evaluation of individual holdings.
Fund Family North Country Funds
Category Large Blend
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol NCEGX
Index S&P 500 TR
NCEGX had a total return of 11.47% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.27%.
