About NOLCX
The Northern Large Cap Core Fund is an actively managed mutual fund focusing on long-term capital growth and dividend income by investing primarily in a diversified portfolio of established, large-capitalization U.S. companies. The fund aims to outperform its benchmark, the S&P 500, through a proprietary, multi-factor quantitative model that selects stocks based on value, quality, and momentum criteria. This disciplined approach seeks to capture attractive risk-adjusted returns while controlling for sector and capitalization biases, turnover, and transaction costs. With at least 80% of net assets allocated to large-cap equities, the fund typically features significant weightings in technology, communication services, financials, and healthcare sectors. The portfolio is diversified, holding over 150 stocks, and is managed by an experienced investment team leveraging systematic processes. The Northern Large Cap Core Fund is designed to play a central role in providing broad large-cap coverage within an investor’s equity allocation by seeking consistent performance and cost efficiency through its active management strategy.
Fund Family Northern Funds
Category Large Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol NOLCX
Index S&P 500 TR
NOLCX had a total return of 15.72% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.78%.
