Northern Global Tactical Fund Quote
| BBALX Fund | USD 13.29 0.06 0.45% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Northern Global is trading at 13.29 as of the 28th of November 2024; that is 0.45 percent decrease since the beginning of the trading day. The fund's open price was 13.35. Northern Global has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Northern Global Tactical are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund will generally seek exposure to a number of different asset classes based on an asset allocation framework developed by the Investment Policy Committee of Northern Trust. The asset classes in which it seeks to obtain exposure include but are not limited to small-, mid- and large-capitalization common stocks real estate securities commodity-related securities mortgage- and asset-backed securities and fixed-income securities, including high yield securities and money market instruments.. More on Northern Global Tactical
Moving together with Northern Mutual Fund
Northern Mutual Fund Highlights
| Fund Concentration | Northern Funds, Large Blend Funds, World Allocation Funds, World Allocation, Northern Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Northern Global Tactical [BBALX] is traded in USA and was established 28th of November 2024. Northern Global is listed under Northern Funds category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Northern Funds family. This fund currently has accumulated 105.93 M in assets under management (AUM) with minimum initial investment of 2.5 K. Northern Global Tactical is currently producing year-to-date (YTD) return of 9.55% with the current yeild of 0.03%, while the total return for the last 3 years was 2.34%.
Check Northern Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Northern Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Northern Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Northern Global Tactical Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Northern Global Tactical Mutual Fund Constituents
| NOBOX | Northern Bond Index | Mutual Fund | Intermediate Core Bond | |
| IEI | iShares 3 7 Year | Etf | Intermediate Government | |
| NFRA | FlexShares STOXX Global | Etf | Infrastructure | |
| TLTE | FlexShares Morningstar Emerging | Etf | Diversified Emerging Mkts | |
| TLTD | FlexShares Morningstar Developed | Etf | Foreign Large Value | |
| TILT | FlexShares Morningstar Market | Etf | Large Blend | |
| QLV | FlexShares Quality Low | Etf | Large Blend | |
| QDF | FlexShares Quality Dividend | Etf | Large Value |
Northern Global Tactical Risk Profiles
| Mean Deviation | 0.2868 | |||
| Semi Deviation | 0.261 | |||
| Standard Deviation | 0.3888 | |||
| Variance | 0.1512 |
Northern Global Against Markets
Other Information on Investing in Northern Mutual Fund
Northern Global financial ratios help investors to determine whether Northern Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Northern with respect to the benefits of owning Northern Global security.
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