Contributions to this Individual Fund Portfolio are invested solely in a separately managed account which follows the Northern Small Cap Value Strategy. Before making contributions to this Individual Fund Portfolio, you should consider the more detailed information about the Northern Small Cap Value Strategy, including its investment objectives and policies, risks, and expenses. The Prospectus and Annual Report below describe the Northern Funds Small Cap Value Fund and not the Northern Small Cap Value Strategy. Although the Northern Small Cap Value Strategy and the Northern Funds Small Cap Value Fund are not identical, they are similar in nature and investment approach.
For information regarding the expenses of Bright Directions, including sales charges, the program management fee, and other account fees, please review the Program Disclosure Statement with your financial advisor. Performance information included in the links below does not reflect the imposition of the sales charges or other fees and expenses Bright Directions imposes. The information contained in the links below was obtained from Northern Trust Corporation and has not been independently verified by the Bright Directions Advisor-Guided 529 College Savings Program or the Program Manager.
Participants in the Bright Directions Advisor-Guided 529 College Savings Program do not own shares of the underlying mutual funds or separately managed accounts directly, but rather, own shares of a portfolio in Bright Directions.