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Northern Tax-Advantaged U/S Fxd Inc NTAUX

Quantitative rating as of
  • NAV / 1-Day Return 10.00  /  0.02 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Ultrashort Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.03%
  • Effective Duration

Morningstar’s Analysis NTAUX

Will NTAUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin Northern Tax-Advantaged U/S Fxd Inc's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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