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NOSGX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$12.34
Change
-$0.22 (-1.75%)
Net Assets
647.12M

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
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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 at least 80% of its net assets in equity securities of small capitalization companies, which 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® Value 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.

Market Cap

The average market capitalization across the Northern Small Cap Value MF is 6.81B. The market cap for tickers in the group ranges from 1.57B to 21.39B. EME holds the highest valuation in this group at 21.39B. The lowest valued company is ARCB at 1.57B.

Volume

The average weekly volume growth across all stocks in the Northern Small Cap Value MF was -6%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was -3%

Fundamental Analysis Ratings

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

Valuation Rating: 47
P/E Growth Rating: 56
Price Growth Rating: 63
SMR Rating: 62
Profit Risk Rating: 31
Seasonality Score: 37 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Northern Funds50 South LasalleChicago
Phone
+1 8005959111
Web
www.northernfunds.com
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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 90% 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
90%
Closely correlated
-1.80%
VSCAX - NOSGX
78%
Closely correlated
-1.43%
DFSVX - NOSGX
73%
Closely correlated
-1.59%
VISVX - NOSGX
46%
Loosely correlated
-1.58%
VSIIX - NOSGX
46%
Loosely correlated
-1.60%
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