MENU

NOSGX Northern Small Cap Value Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation; any income received is incidental to this objective... Show more

Category: #Small Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation; any income received is incidental to this objective. The fund will invest, under normal circumstances, at least 80% of its net assets in equity securities of small capitalization value companies. Small capitalization value companies generally are considered to be those (i) whose market capitalization is within the range of the market capitalization of companies in the Russell 2000® Value Index, and (ii) that meet one of the following metrics: (a) is included in the Russell 2000® Value Index or other third-party value index, or (b) is classified as value by a third-party financial data provider.

Market Cap

The average market capitalization across the Northern Small Cap Value MF is 7.9B. The market cap for tickers in the group ranges from 2.24B to 7.92B. CMC holds the highest valuation in this group at 7.92B. The lowest valued company is ANDE at 2.24B.

Volume

The average weekly volume growth across all stocks in the Northern Small Cap Value MF was -9%. For the same stocks of the MF, the average monthly volume growth was 65% and the average quarterly volume growth was 45%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 51
P/E Growth Rating: 34
Price Growth Rating: 45
SMR Rating: 62
Profit Risk Rating: 34
Seasonality Score: -43 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Details
Category
Small Value
Address
Northern Funds50 South LasalleChicago
Phone
+1 8005959111
Web
www.northernfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AWSSX19.01N/A
N/A
Invesco Global Core Equity R6
LHCTX24.35N/A
N/A
Lord Abbett Health Care R5
OMSOX33.78N/A
N/A
Invesco Main Street All Cap A
REEAX20.39N/A
N/A
RBC Emerging Markets Equity A
AMIDX18.75-0.09
-0.48%
Amana Developing World Institutional

NOSGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NOSGX has been closely correlated with SSGSX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if NOSGX jumps, then SSGSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NOSGX
1D Price
Change %
NOSGX100%
N/A
SSGSX - NOSGX
89%
Closely correlated
N/A
ASVRX - NOSGX
84%
Closely correlated
N/A
VSCAX - NOSGX
78%
Closely correlated
N/A
UBVVX - NOSGX
51%
Loosely correlated
N/A
DFFVX - NOSGX
41%
Loosely correlated
N/A
More