Northern Small Cap Core Fund
NSGRX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- CEO
- Nicolas Moreau
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- NORTHERN FUNDS 50 SOUTH LASALLE STREET Chicago IL United States of America 60607
- IPO Date
- Sep 30, 1999
- CIK
- 0000916620
- Website
- ntam.northerntrust.com
- Similar Companies
- Business
- Northern Small Cap Core Fund (NSGRX) is an open-end mutual fund managed by Northern Trust Asset Management that seeks long-term capital appreciation by investing primarily in a diversified portfolio of U.S. small capitalization equity securities. The fund employs an active quantitative, core equity strategy that selects stocks exhibiting favorable characteristics such as earnings quality and return on equity; it aims to generate excess returns relative to the Russell 2000 Index benchmark through over- and underweighting of securities while mitigating uncompensated risk exposures via a multi-factor investment process. It maintains at least 80% of its assets in small-cap equities under normal circumstances and targets long-term investors with above-average risk tolerance seeking growth potential from smaller companies. Northern Trust Asset Management, the fund's investment manager and a division of Northern Trust Corporation (founded in 1889 and headquartered in Chicago, Illinois), oversees the portfolio with a team averaging 18 years of experience across North America, Europe, and Asia; current portfolio managers include Sridhar Kancharla, Reed A. LeMar, and Jiemin Xu, all appointed since July 31, 2024. The fund operates within the asset management segment of Northern Trust, which provides active and passive strategies in equity, fixed income, and alternatives to institutional and individual investors globally across 23 countries. Class I shares (NSGRX) cater to institutional investors with lower expense ratios compared to retail classes. In recent developments, the fund experienced a portfolio management transition in July 2024 with the appointment of Sridhar Kancharla, Reed A. LeMar, and Jiemin Xu as lead managers, enhancing its quantitative approach amid market volatility. Northern Trust Corporation, the parent entity, continues to expand its asset servicing and wealth management operations globally, including ongoing strategic collaborations such as the May 2020 alliance with BlackRock's Aladdin platform for mutual clients, supporting enhanced investment operations and risk analytics. The fund's performance commentary as of September 30, 2025, notes underperformance relative to the Russell 2000 due to sector positioning, with stronger stock selection in Consumer Discretionary and Health Care.