Northern Income Equity Fund Quote

NOIEX Fund  USD 18.90  0.08  0.42%   

Performance

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Odds Of Distress

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Northern Income is trading at 18.90 as of the 3rd of March 2026; that is 0.42 percent decrease since the beginning of the trading day. The fund's open price was 18.98. Northern Income has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of December 2025 and ending today, the 3rd of March 2026. Click here to learn more.
In seeking to achieve its investment objective, the fund will, under normal circumstances, invest at least 80 percent of its net assets in income-producing equity securities, including dividend-paying common and preferred stocks. It seeks to provide a high level of current income relative to other mutual funds that invest in equity securities. More on Northern Income Equity

Moving together with Northern Mutual Fund

  0.67NOBOX Northern Bond IndexPairCorr
  0.71NOCBX Northern E BondPairCorr
  0.88NOAZX Northern Arizona TaxPairCorr
  0.92NOEMX Northern Emerging MarketsPairCorr
  0.75NOFIX Northern Fixed IncomePairCorr

Northern Mutual Fund Highlights

Fund ConcentrationNorthern Funds, Large Value Funds, Large Value, Northern Funds, Large Blend, Large Value (View all Sectors)
Update Date31st of March 2026
Expense Ratio Date31st of July 2025
Fiscal Year EndMarch
Northern Income Equity [NOIEX] is traded in USA and was established 3rd of March 2026. Northern Income is listed under Northern Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Northern Funds family. This fund now has accumulated 290.84 M in assets with minimum initial investment of 2.5 K. Northern Income Equity is currently producing year-to-date (YTD) return of 2.94% with the current yeild of 0.02%, while the total return for the last 3 years was 21.07%.
Check Northern Income Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Northern Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Northern Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Northern Income Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Northern Income Equity Risk Profiles

Northern Income Against Markets

Northern Mutual Fund Analysis Notes

The fund generated five year return of 15.0%. Northern Income Equity maintains 99.9% of assets in stocks. This fund last dividend was 0.01 per share. Large Value To find out more about Northern Income Equity contact the company at 800-595-9111.

Northern Income Equity Investment Alerts

Latest headline from news.google.com: 3 Large-Cap Value Mutuals Funds to Buy as Rate Cuts Loom - TradingView
The fund maintains 99.9% of its assets in stocks

Top Northern Income Equity Mutual Fund Constituents

Northern Income Outstanding Bonds

Northern Income issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Northern Income Equity uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Northern bonds can be classified according to their maturity, which is the date when Northern Income Equity has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Northern Income Predictive Daily Indicators

Northern Income intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Northern Income mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Northern Income Forecast Models

Northern Income's time-series forecasting models are one of many Northern Income's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Northern Income's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Other Information on Investing in Northern Mutual Fund

Northern Income financial ratios help investors to determine whether Northern Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Northern with respect to the benefits of owning Northern Income security.
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