Northern Small Cap Value Fund (NOSGX) Research

The fund will commit a minimum of 80% of its total assets to investing in the shares of smaller companies. These smaller companies are defined by having a market value, at the point of investment, that falls within the typical range of companies included in the Russell 2000® Value Index. A key characteristic of many of these businesses is their practice of reinvesting their profits back into the company to support present and future expansion, meaning they generally distribute few or no dividends to shareholders.

Market snapshot

Symbol
NOSGX
Price
$11.85
Day change
+1.54%
Market cap
$526.7M
52-week range
10.05-14.95
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Abrdn Income Credit Strategies Fund (ACP)
  • John Hancock Financial Opportunities Fund (BTO)
  • Congress Mid Cap Growth Fund (CMIDX)
  • DoubleLine Yield Opportunities Fund (DLY)
  • GuideMark Large Cap Core Fund (GMLGX)
  • LSV Small Cap Value Fund (LVAQX)
  • RMB Mendon Financial Services Fund (RMBKX)
  • Columbia Seligman Premium Technology Growth Fund (STK)

Open Northern Small Cap Value Fund (NOSGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.