Northern Small Cap Fund Manager Performance Evaluation
| NSCKX Fund | USD 25.72 0.01 0.04% |
The fund secures a Beta (Market Risk) of 1.17, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Northern Small will likely underperform.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Northern Small Cap are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking signals, Northern Small showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Northern Small Cap Core Fund Q3 2025 Commentary - Seeking Alpha | 12/02/2025 |
Northern |
Northern Small Relative Risk vs. Return Landscape
If you would invest 1,978 in Northern Small Cap on November 6, 2025 and sell it today you would earn a total of 594.00 from holding Northern Small Cap or generate 30.03% return on investment over 90 days. Northern Small Cap is currently producing 0.4678% returns and takes up 2.5531% volatility of returns over 90 trading days. Put another way, 22% of traded mutual funds are less volatile than Northern, and 91% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Northern Small Current Valuation
Undervalued
Today
Please note that Northern Small's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Northern Small Cap secures a last-minute Real Value of $27.13 per share. The latest price of the fund is $25.72. We determine the value of Northern Small 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Northern Mutual Fund. However, Northern Small'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 25.72 | Real 27.13 | Hype 25.72 | Naive 25.87 |
The intrinsic value of Northern Small'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 Small'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.
Estimating the potential upside or downside of Northern Small 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 Small more accurately as focusing exclusively on Northern Small's fundamentals will not take into account other important factors: Northern Small 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 Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 25.72 | 90 days | 25.72 | about 11.11 |
Based on a normal probability distribution, the odds of Northern Small to move above the current price in 90 days from now is about 11.11 (This Northern Small Cap probability density function shows the probability of Northern Mutual Fund to fall within a particular range of prices over 90 days) .
Northern Small Price Density |
| Price |
Predictive Modules for Northern Small
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 Small 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.Northern Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Northern Small is not an exception. The market had few large corrections towards the Northern Small'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 Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Northern Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.34 | |
β | Beta against Dow Jones | 1.17 | |
σ | Overall volatility | 2.58 | |
Ir | Information ratio | 0.14 |
Northern Small 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 Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Northern Small 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.| Latest headline from news.google.com: Berkshire Hathaway Will Lose Its Biggest Mutual-Fund Fan With Danoffs Retirement - Barrons | |
| The fund maintains 99.57% of its assets in stocks |
Northern Small Fundamentals Growth
Northern Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Northern Small, and Northern Small 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.
| Total Asset | 425.18 M | ||||
About Northern Small Performance
Evaluating Northern Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Northern Small 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 Small 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 equity securities of small capitalization companies. Small 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 companies in the Russell 2000 Index. Many of the companies in which the fund invests retain their earnings to finance current and future growth. These companies generally pay little or no dividends.Things to note about Northern Small Cap performance evaluation
Checking the ongoing alerts about Northern Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Northern Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Berkshire Hathaway Will Lose Its Biggest Mutual-Fund Fan With Danoffs Retirement - Barrons | |
| The fund maintains 99.57% of its assets in stocks |
- Analyzing Northern Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Northern Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Northern Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Northern Small's mutual fund. These opinions can provide insight into Northern Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Northern Mutual Fund
Northern Small 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 Small security.
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