Northern Funds Income Equity Fund (NOIEX) Research

The fund primarily aims to achieve its investment goals by allocating a minimum of 80% of its net assets to income-generating equity securities, specifically including common and preferred stocks that distribute dividends. A central objective is to provide a robust level of current income, especially when contrasted with other equity-focused mutual funds. Furthermore, the fund has the flexibility to employ derivatives, such as stock index futures, to strategically invest unallocated cash and bolster the portfolio's overall liquidity.

Market snapshot

Symbol
NOIEX
Price
$20.24
Day change
+1.00%
Market cap
$317.7M
P/E ratio
2.38x
52-week range
17.08-20.57
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • Virtus Diversified Income & Convertible Fund (ACV)
  • Templeton Emerging Markets Fund (EMF)
  • Allspring Multi-Sector Income Fund (ERC)
  • Nuveen Small Cap Growth Opportunities Fund (FMPFX)
  • Morgan Stanley India Investment Fund, Inc. (IIF)
  • Nuveen Small-Cap Value Opportunities Fund (NSCCX)
  • Prospector Opportunity Fund (POPFX)
  • Cohen & Steers Select Preferred and Income Fund, Inc. (PSF)

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