http://biz.yahoo.com/e/050404/lbrt.pk10-q.html
Northern Trust Investment, N.a., Chicago, IL 60603,
Phone: 800-637-1380
| Category: | Mid-Cap Growth | | Fund Family: | Northern Funds | | Net Assets: | 10.00K | | Year-to-Date Return: | 10.57% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Jan-01 |
|
David Kalis
Lead Manager since
01-Nov-06 | | | Kalis is a portfolio manager and senior vice president of Northern Trust, which he joined in November 2006. He was a manager with Segall Bryant & Hamill, his employer since 1996. Prior to joining the firm, he was an analyst and portfolio manager at Cole Taylor Investment Management from 1994 to 1996. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities of medium capitalization companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap(R) index. |
| Last Dividend
(1-Jul-09):
| 0.00 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 451.19% | | Average for Category:
| 131.99% |
|
| Expense | BMCDX | Category
Avg | | Total Expense Ratio: | 1.31%
| 1.53% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$1,525 | $680 | | 5 Yr Expense Projection*: |
$2,539 | $1,065 | | 10 Yr Expense Projection*: |
$5,067 | $2,102 |
|
|
0.18 (1.64%)
