Equity
Large Cap Core
Ticker:
NAV AS OF 11/28/23
NOLCX
$25.26-$0.01
Summary
For those investors who are seeking a low cost, disciplined approach to investing in equities, this may be the fund for you. It seeks long term growth of capital and dividend income and invests primarily in a broadly diversified portfolio of established, large-cap companies. In managing the Fund, your investment management team attempts to achieve the Fund's objective by overweighting those stocks that it believes will outperform the S&P 500® Index and underweighting those stocks that it believes will under-perform the S&P 500 Index.
Fund Objective
The Fund seeks long-term growth of capital. Any income received is incidental to this objective.
Fund Strategy
- Use a multi-factor proprietary quantitative stock selection model with the goal of providing additional total return versus the S&P 500 Index.
- Create a portfolio with risk, style, and characteristics similar to the S&P 500 Index while potentially providing excess returns by overweighting or underweighting stocks that have the potential to achieve the Fund's objective.
- Sell securities when they are no longer attractive based upon evaluation criteria, such as valuation, price momentum and earnings quality.
Investor Profile
If you're seeking a low cost, disciplined approach to investing in equities, this fund may be appropriate for you. It seeks long term growth of capital and dividend income and invests primarily in a broadly diversified portfolio of established, large-cap companies. The Fund is intended for use as a core equity investment.
Risk/Reward Potential
