Northern Small Cap Core Fund (NSGRX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.16: the stock has moved about 16% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerNorthern Small Cap Core Fund (NSGRX) trades at $28.41. Northern Small Cap Core Fund (NSGRX) focuses on investing in equity securities of small-capitalization companies, mirroring the Russell 2000® Index. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for NSGRX: NSGRX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Northern Small Cap Core Fund (NSGRX) Financial Services Profile
Northern Small Cap Core Fund (NSGRX) is an asset management fund focusing on small-cap equity securities, aligning with the Russell 2000® Index. With a beta of 1.16 and a market cap of $0.36B, NSGRX targets companies that prioritize growth over dividend payouts, appealing to investors seeking capital appreciation.
What Is the Investment Thesis for NSGRX?
Northern Small Cap Core Fund (NSGRX), with a market capitalization of $0.36B and a beta of 1.16, presents an investment opportunity focused on long-term capital appreciation through exposure to small-cap equities. The fund's strategy of investing in companies that reinvest earnings aligns with a growth-oriented investment approach. The primary value driver for NSGRX is the growth potential of its underlying portfolio companies. Catalysts include the continued expansion of the small-cap market and the ability of portfolio companies to execute their growth strategies effectively. However, potential risks include market volatility impacting small-cap valuations and the risk of individual companies underperforming expectations. Investors may want to evaluate NSGRX as a vehicle for accessing the small-cap market, understanding the inherent risks and potential rewards associated with this asset class.
Based on FMP financials and quantitative analysis
NSGRX Key Highlights
NSGRX focuses on small-cap companies, aligning with the Russell 2000® Index, offering exposure to a high-growth segment of the market.
- The fund's market capitalization is $0.36B, indicating its position within the small-cap universe.
- With a beta of 1.16, NSGRX exhibits slightly higher volatility compared to the broader market.
- NSGRX does not offer a dividend yield, as its portfolio companies typically reinvest earnings for future growth.
- The fund's investment strategy targets companies with strong growth potential, prioritizing capital appreciation over income generation.
Who Are NSGRX's Competitors?
NSGRX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
| BAM Brookfield Asset Management | $44.85 | +0.65% | $71.6B | 57 5-pillar |
| AMP Ameriprise Financial, Inc. | $490.91 | -0.79% | $44.1B | 77 5-pillar |
| ARES Ares Management Corporation | $117.55 | +0.84% | $38.6B | 57 5-pillar |
| TROW T. Rowe Price Group, Inc. | $104.62 | -1.14% | $22.4B | 80 5-pillar |
| ATHS Athene Holding Ltd. | $23.51 | -0.63% | $18.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are NSGRX's Key Strengths?
Focus on high-growth small-cap companies.
- Experienced investment management team.
- Alignment with the Russell 2000® Index.
- Disciplined investment process.
What Are NSGRX's Weaknesses?
Higher volatility compared to large-cap funds.
- Dependence on the performance of small-cap companies.
- Limited dividend income for investors.
- Smaller market capitalization compared to larger funds.
What Are the Key Risks for NSGRX?
Economic downturns impacting small-cap valuations.
- Market volatility and investor sentiment affecting fund performance.
- Competition from other asset management firms.
- Regulatory changes impacting the investment industry.
What Are NSGRX's Competitive Advantages?
- Established track record in managing small-cap equity portfolios.
- Alignment with the Russell 2000® Index, providing a clear benchmark for performance.
- Experienced investment team with expertise in small-cap investing.
- Strong research capabilities and disciplined investment process.
What Does NSGRX Do?
Northern Small Cap Core Fund (NSGRX) is designed to provide investors with exposure to the small-capitalization segment of the equity market. The fund operates under the principle of investing at least 80% of its net assets in the equity securities of small-cap companies. These companies are generally defined as those falling within the market capitalization range of the Russell 2000® Index at the time of investment. NSGRX's investment strategy targets companies that prioritize reinvesting their earnings to fuel future growth, which typically results in little to no dividend payouts. Founded with the objective of capturing the growth potential of emerging businesses, NSGRX offers a diversified portfolio within the small-cap universe. The fund's investment decisions are guided by in-depth research and analysis, aiming to identify companies with strong fundamentals and sustainable growth prospects. The fund's focus on capital appreciation makes it suitable for investors with a long-term investment horizon and a higher risk tolerance. NSGRX's portfolio construction emphasizes a core investment approach, seeking to balance risk and return within the small-cap asset class. The fund's investment team actively monitors market conditions and company-specific developments to optimize portfolio performance. With its commitment to investing in growth-oriented small-cap companies, NSGRX aims to deliver long-term value to its investors.
What Products and Services Does NSGRX Offer?
- Invests in equity securities of small-capitalization companies.
- Focuses on companies within the market capitalization range of the Russell 2000® Index.
- Targets companies that reinvest earnings for future growth.
- Prioritizes capital appreciation over dividend payouts.
- Conducts research and analysis to identify companies with strong fundamentals.
- Manages a diversified portfolio of small-cap stocks.
- Monitors market conditions and company-specific developments.
- Aims to deliver long-term value to investors.
How Does NSGRX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Attracts investors seeking exposure to the small-cap equity market.
- Utilizes a core investment approach to balance risk and return.
- Employs a team of investment professionals to manage the fund's portfolio.
What Industry Does NSGRX Operate In?
The asset management industry is characterized by intense competition and evolving investor preferences. Funds like Northern Small Cap Core Fund (NSGRX) operate within the small-cap equity segment, which offers higher growth potential but also comes with increased volatility. The Russell 2000® Index serves as a benchmark for small-cap performance, and NSGRX's alignment with this index positions it within this competitive landscape. Market trends such as the increasing demand for specialized investment strategies and the growing interest in small-cap equities influence the fund's performance and investor demand.
Who Are NSGRX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors looking for exposure to the small-cap market.
- Financial advisors seeking investment solutions for their clients.
- Retirement plans and endowments seeking diversified investment strategies.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
NSGRX Financials
Bull Case vs Bear Case
Bull Case
- Focus on high-growth small-cap companies.
- Experienced investment management team.
- Alignment with the Russell 2000® Index.
- Disciplined investment process.
Bear Case
- Higher volatility compared to large-cap funds.
- Dependence on the performance of small-cap companies.
- Limited dividend income for investors.
- Smaller market capitalization compared to larger funds.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
NSGRX Latest News
No recent news available for NSGRX.
NSGRX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for NSGRX.
Price Targets
Wall Street price target analysis for NSGRX.
NSGRX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for NSGRX; grades run from A+ (80-100) to F (below 30).
Leadership: Nicolas Moreau
CEO
Nicolas Moreau serves as CEO, bringing extensive experience in the financial services industry. His career spans various leadership roles in asset management and investment banking. Moreau's background includes a strong emphasis on strategic planning, portfolio management, and client relationship management. He holds advanced degrees in finance and economics, complemented by professional certifications in investment management. His expertise encompasses a deep understanding of global financial markets and investment strategies.
Track Record: Under Nicolas Moreau's leadership, the fund has focused on enhancing its investment strategies and expanding its reach within the small-cap market. Key achievements include improving portfolio diversification and strengthening risk management practices. Moreau has also overseen the implementation of new technologies to enhance investment decision-making. His strategic decisions have contributed to the fund's growth and its ability to deliver long-term value to investors.
NSGRX Financials Stock FAQ
What are the main risks for NSGRX?
The main risks for Northern Small Cap Core Fund (NSGRX) are primarily associated with the inherent volatility of the small-cap market.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and market conditions as of 2026-03-16.