Northern Large Cap Fund Manager Performance Evaluation

NOLCX Fund  USD 32.33  0.21  0.65%   
The fund secures a Beta (Market Risk) of 0.78, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Northern Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Northern Large is expected to be smaller as well.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Northern Large Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly unsteady fundamental indicators, Northern Large may actually be approaching a critical reversion point that can send shares even higher in February 2026.
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Expense Ratio Date31st of July 2025
Expense Ratio0.4500
  

Northern Large Relative Risk vs. Return Landscape

If you would invest  2,894  in Northern Large Cap on October 30, 2025 and sell it today you would earn a total of  339.00  from holding Northern Large Cap or generate 11.71% return on investment over 90 days. Northern Large Cap is currently producing 0.1939% returns and takes up 1.3932% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Northern, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Northern Large is expected to generate 1.85 times more return on investment than the market. However, the company is 1.85 times more volatile than its market benchmark. It trades about 0.14 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

Northern Large Current Valuation

Undervalued
Today
32.33
Please note that Northern Large's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Northern Large Cap secures a last-minute Real Value of $34.28 per share. The latest price of the fund is $32.33. We determine the value of Northern Large Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Northern Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Northern Mutual Fund. However, Northern Large's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  32.33 Real  34.28 Hype  32.33 Naive  32.01
The intrinsic value of Northern Large's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Northern Large's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
34.28
Real Value
35.67
Upside
Estimating the potential upside or downside of Northern Large Cap helps investors to forecast how Northern mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Northern Large more accurately as focusing exclusively on Northern Large's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
31.6232.0332.43
Details
Hype
Prediction
LowEstimatedHigh
30.9432.3333.72
Details
Naive
Forecast
LowNext ValueHigh
30.6232.0133.40
Details
Below is the normalized historical share price chart for Northern Large Cap extending back to January 03, 2006. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Northern Large stands at 32.33, as last reported on the 28th of January, with the highest price reaching 32.33 and the lowest price hitting 32.33 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Northern Large Target Price Odds to finish over Current Price

The tendency of Northern Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 32.33 90 days 32.33 
about 7.83
Based on a normal probability distribution, the odds of Northern Large to move above the current price in 90 days from now is about 7.83 (This Northern Large Cap probability density function shows the probability of Northern Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Northern Large has a beta of 0.78. This indicates as returns on the market go up, Northern Large average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Northern Large Cap will be expected to be much smaller as well. Additionally Northern Large Cap has an alpha of 0.1472, implying that it can generate a 0.15 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Northern Large Price Density   
       Price  

Predictive Modules for Northern Large

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Northern Large Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Northern Large's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
30.9432.3333.72
Details
Intrinsic
Valuation
LowRealHigh
29.1034.2835.67
Details
Naive
Forecast
LowNextHigh
30.6232.0133.40
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
31.6232.0332.43
Details

Northern Large Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Northern Large is not an exception. The market had few large corrections towards the Northern Large's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Northern Large Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Northern Large within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.15
β
Beta against Dow Jones0.78
σ
Overall volatility
1.56
Ir
Information ratio 0.1

Northern Large Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Northern Large for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Northern Large Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund maintains 99.85% of its assets in stocks

Northern Large Fundamentals Growth

Northern Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Northern Large, and Northern Large fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Northern Mutual Fund performance.

About Northern Large Performance

Evaluating Northern Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Northern Large has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Northern Large has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its net assets in a broadly diversified portfolio of equity securities of large capitalization U.S. companies, including foreign issuers that are traded in the U.S. Large capitalization companies generally are considered to be those whose market capitalization is, at the time the fund makes an investment, within the range of the market capitalization of the companies in the Russell 1000 Index.

Things to note about Northern Large Cap performance evaluation

Checking the ongoing alerts about Northern Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Northern Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains 99.85% of its assets in stocks
Evaluating Northern Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Northern Large's mutual fund performance include:
  • Analyzing Northern Large's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Northern Large's stock is overvalued or undervalued compared to its peers.
  • Examining Northern Large's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Northern Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Northern Large's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Northern Large's mutual fund. These opinions can provide insight into Northern Large's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Northern Large's mutual fund performance is not an exact science, and many factors can impact Northern Large's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Northern Mutual Fund

Northern Large 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 Large security.
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