Northern Large Cap Fund Manager Performance Evaluation
The fund secures a Beta (Market Risk) of -0.0183, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Northern Large are expected to decrease at a much lower rate. During the bear market, Northern Large is likely to outperform the market.
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 9 (%) 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 March 2026.
...more| Expense Ratio Date | 31st of July 2025 | |
| Expense Ratio | 0.4500 |
Northern |
Northern Large Relative Risk vs. Return Landscape
If you would invest 2,928 in Northern Large Cap on November 28, 2025 and sell it today you would earn a total of 300.00 from holding Northern Large Cap or generate 10.25% return on investment over 90 days. Northern Large Cap is currently producing 0.1718% returns and takes up 1.3908% 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 |
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.| Northern Large Cap is not yet fully synchronised with the market data | |
| Northern Large Cap has some characteristics of a very speculative penny stock | |
| 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.
| Price To Earning | 16.51 X | ||||
| Price To Book | 2.50 X | ||||
| Price To Sales | 1.34 X | ||||
| Total Asset | 342.76 M | ||||
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.| Northern Large Cap is not yet fully synchronised with the market data | |
| Northern Large Cap has some characteristics of a very speculative penny stock | |
| The fund maintains 99.85% of its assets in stocks |
- 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.
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in services. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Other Tools for Northern Mutual Fund
When running Northern Large's price analysis, check to measure Northern Large's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Northern Large is operating at the current time. Most of Northern Large's value examination focuses on studying past and present price action to predict the probability of Northern Large's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Northern Large's price. Additionally, you may evaluate how the addition of Northern Large to your portfolios can decrease your overall portfolio volatility.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |