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Northern Mutual Funds, offered by the Northern Trust Corporation, with over 130 years of financial service experience, managed $1.4 trillion in assets as of Jun 30, 2023. These funds have low average expense ratio of 0.25% and are no-load funds, making them cost-effective and accessible. These funds provide diversification, professional management and benefit from Northern Trust's commitment to thorough research and a client-focused approach, making them a reliable choice for investments.
These funds boast a Zacks Mutual Fund Rank #1 (Strong Buy), have positive year-to-date, three-year, and five-year annualized returns, minimum initial investments within $5000, and carry a low expense ratio compared to the category average. Notably, mutual funds, in general, reduce transaction costs and diversify portfolios without an array of commission charges mostly associated with stock purchases (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money).
Northern Active M International Equity Fund (NMIEX - Free Report) aims to invest most of its net assets in equity securities of issuers listed in developed countries, irrespective of their market capitalization. NMIEX advisors may invest a small portion of the net assets in emerging market equities as well.
Kelly Finegan has been the lead manager of NMIEX since Mar 21, 2023. Most of the fund’s holdings were in companies like ICON Public Ltd Co (1.9%), Aon plc (1.8%) and Evolution AB (1.5%) as of Jun 30, 2023.
NMIEX’s 3-year and 5-year annualized returns are 7.3% and 5.2%, respectively. Its net expense ratio is 0.85% compared with the category average of 0.92%. NMIEX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to others in its category and other 1 and 2 Ranked Mutual Funds, please click here.
Northern US Quality ESG Fund (NUESX - Free Report) seeks long-term capital appreciation by investing the majority of its net assets along with borrowings, if any, in equity securities of large and mid-cap U.S. companies. NUESX advisors make an investment decision based on the business environment, governance and ratings of third-party vendors.
Peter M. Zymali has been the lead manager of NUESX since Oct 1, 2017. Most of the fund’s holdings were in companies like Apple Inc. (7.5%), Microsoft Corp (7.2%), and Tesla, Inc. (2.9%) as of Jun 30, 2023.
NUESX’s 3-year and 5-year annualized returns are 10.7% and 11.3%, respectively. Its net expense ratio is 0.39% compared with the category average of 0.84%. NUESX has a Zacks Mutual Fund Rank #1.
Northern Small Cap Core Fund (NSGRX - Free Report) seeks long-term capital appreciation by investing in the equity securities of small capitalization companies.
Michael R. Hunstad has been the lead manager of NSGRX since Jul 30, 2020. Most of the fund’s holdings were in companies like Axcelis Technologies, Inc. (0.5%), EMCOR Group, Inc. (0.4%), and Super Micro Computer, Inc. (0.4%) as of Jun 30, 2023.
NSGRX’s 3-year and 5-year annualized returns are 10.8% and 4.3%, respectively. Its net expense ratio is 0.59% compared with the category average of 1.03%. NSGRX has a Zacks Mutual Fund Rank #2.
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3 Northern Mutual Funds to Buy for Stable Returns
Northern Mutual Funds, offered by the Northern Trust Corporation, with over 130 years of financial service experience, managed $1.4 trillion in assets as of Jun 30, 2023. These funds have low average expense ratio of 0.25% and are no-load funds, making them cost-effective and accessible. These funds provide diversification, professional management and benefit from Northern Trust's commitment to thorough research and a client-focused approach, making them a reliable choice for investments.
These funds boast a Zacks Mutual Fund Rank #1 (Strong Buy), have positive year-to-date, three-year, and five-year annualized returns, minimum initial investments within $5000, and carry a low expense ratio compared to the category average. Notably, mutual funds, in general, reduce transaction costs and diversify portfolios without an array of commission charges mostly associated with stock purchases (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money).
Northern Active M International Equity Fund (NMIEX - Free Report) aims to invest most of its net assets in equity securities of issuers listed in developed countries, irrespective of their market capitalization. NMIEX advisors may invest a small portion of the net assets in emerging market equities as well.
Kelly Finegan has been the lead manager of NMIEX since Mar 21, 2023. Most of the fund’s holdings were in companies like ICON Public Ltd Co (1.9%), Aon plc (1.8%) and Evolution AB (1.5%) as of Jun 30, 2023.
NMIEX’s 3-year and 5-year annualized returns are 7.3% and 5.2%, respectively. Its net expense ratio is 0.85% compared with the category average of 0.92%. NMIEX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to others in its category and other 1 and 2 Ranked Mutual Funds, please click here.
Northern US Quality ESG Fund (NUESX - Free Report) seeks long-term capital appreciation by investing the majority of its net assets along with borrowings, if any, in equity securities of large and mid-cap U.S. companies. NUESX advisors make an investment decision based on the business environment, governance and ratings of third-party vendors.
Peter M. Zymali has been the lead manager of NUESX since Oct 1, 2017. Most of the fund’s holdings were in companies like Apple Inc. (7.5%), Microsoft Corp (7.2%), and Tesla, Inc. (2.9%) as of Jun 30, 2023.
NUESX’s 3-year and 5-year annualized returns are 10.7% and 11.3%, respectively. Its net expense ratio is 0.39% compared with the category average of 0.84%. NUESX has a Zacks Mutual Fund Rank #1.
Northern Small Cap Core Fund (NSGRX - Free Report) seeks long-term capital appreciation by investing in the equity securities of small capitalization companies.
Michael R. Hunstad has been the lead manager of NSGRX since Jul 30, 2020. Most of the fund’s holdings were in companies like Axcelis Technologies, Inc. (0.5%), EMCOR Group, Inc. (0.4%), and Super Micro Computer, Inc. (0.4%) as of Jun 30, 2023.
NSGRX’s 3-year and 5-year annualized returns are 10.8% and 4.3%, respectively. Its net expense ratio is 0.59% compared with the category average of 1.03%. NSGRX has a Zacks Mutual Fund Rank #2.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>