Northern Technology Fund (NTCHX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in securities of companies principally engaged in technology business activities. It may invest more than 25% of its total assets in technology companies that develop or sell computer hardware or software and peripheral products, including computer components. The fund may invest in technology companies without regard to their size. It may make significant investments in initial public offerings ("IPOs").


1 month-3.18% 3 years+13.72%
3 months+7.80% 5 years+14.90%
1 year+14.45% Since inception+8.89%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+14.90%+13.59%
Expense ratio1.35%1.58%
Risk 5 year sharpe ratio0.860.83
Net assets$83.3M$805.8M
Average market cap$20.8B$40.0B
Average P/E25.222.8
Portfolio turnover35%35%

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Fund Management and Purchase Info

Fund familyNorthern Funds
Fund manager & tenureDeborah Koch / 10 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock89.47%
International stock10.53%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Hardware 36.22%
Telecommunication 15.47%
Healthcare 10.04%
Business service 2.17%
Consumer service 1.94%
Top 10 Holdings
Portfolio weighting
AAPL Apple Inc4.82%
BAX Baxter International Inc3.14%
RHT Red Hat Inc2.99%
CYH Community Health Systems Inc2.84%
CRM Inc2.71%
ORCL Oracle Corporation2.48%
-- Catamaran Corp2.36%
ZMH Zimmer Holdings Inc2.27%
CTSH Cognizant Technology Solutions Corp Class A2.26%
LNKD LinkedIn Corp Class A2.20%

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