TAXATION
Mutual Fund Distributions: How Capital Gain Distributions Are Taxed
For mutual fund investors, taxes are inevitable. Even if you’re a long-term buy...
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This is a list of Northern Funds Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Northern Funds Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Northern Funds Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Northern Funds Funds.
This page includes relevant dividend information on Northern Funds Funds.
The table below illustrates valuable information regarding the primary fund manager for Northern Funds Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Northern Funds Funds.
This list includes asset allocation proportions of the underlying holdings for Northern Funds Funds.
| Fund Name | Share Class & Symbol | Primary Category | Net Assets ($M USD) | 1 Year Return | 1 Year Rank in Primary Category | Exp Ratio | Primary Manager Tenure (yrs) |
|---|---|---|---|---|---|---|---|
| Northern Institutional Treasury Portfolio | No Load (NITXX) | Money Market | $96,153.29 | 0.00% | 69.99% | 0.16% | 11.74 |
| Northern Institutional U.S. Government Select Portfolio | S (BGSXX) | Money Market | $42,364.41 | 0.00% | 18.23% | 0.21% | 13.34 |
| Northern Institutional U.S. Government Portfolio | No Load (BNGXX) | Money Market | $22,092.34 | 0.00% | 100.00% | 0.26% | 13.34 |
| Northern U.S. Government Money Market Fund | No Load (NOGXX) | Money Market | $17,360.14 | 0.00% | 71.10% | 0.36% | 10.01 |
| Northern Stock Index Fund | No Load (NOSIX) | U.S. Large-Cap Blend Equity | $9,387.61 | 19.63% | 18.74% | 0.12% | 13.76 |
| Northern International Equity Index Fund | No Load (NOINX) | International and Foreign Large-Cap Blend Equity | $4,397.90 | 3.60% | 67.91% | 0.26% | 1.0 |
| Northern Tax-Advantaged U-S Fixed Income | No Load (NTAUX) | U.S. Investment-Grade Bond | $4,228.94 | 0.49% | 56.56% | 0.27% | 11.13 |
| Northern U.S. Government Select Money Market Fund | No Load (NOSXX) | Money Market | $3,738.82 | 0.00% | 26.99% | 0.37% | 10.01 |
| Northern High Yield Fixed Income Fund | No Load (NHFIX) | U.S. Below-Investment-Grade Bond | $3,557.56 | -2.41% | 57.11% | 0.82% | 3.78 |
| Northern Bond Index Fund | No Load (NOBOX) | U.S. Investment-Grade Bond | $3,376.68 | 2.83% | 28.43% | 0.18% | 7.01 |
| Northern Ultra-Short Fixed Income Fund | No Load (NUSFX) | Ultrashort Bond | $3,015.15 | 0.88% | 2.61% | 0.28% | 4.0 |
| Northern Intermediate Tax Exempt Fund | No Load (NOITX) | U.S. Investment-Grade Bond | $2,987.02 | 0.37% | 59.48% | 0.47% | 19.68 |
| Northern Small Cap Value Fund | No Load (NOSGX) | U.S. Small-Cap Value Equity | $2,277.53 | -13.94% | 81.93% | 1.10% | 19.01 |
| Northern Mid Cap Index Fund | No Load (NOMIX) | U.S. Mid-Cap Blend Equity | $2,033.60 | 4.09% | 30.33% | 0.18% | 13.76 |
| Northern Tax Exempt Fund | No Load (NOTEX) | U.S. Investment-Grade Bond | $1,843.64 | 0.00% | 67.49% | 0.49% | 21.68 |
| Northern Emerging Markets Equity Index Fund | No Load (NOEMX) | Emerging Markets Equity | $1,755.18 | 13.93% | 50.73% | 0.35% | 1.0 |
| Northern Global Real Estate Index Fund | No Load (NGREX) | Global Real Estate | $1,404.36 | -14.86% | 56.95% | 0.49% | 1.08 |
| Northern Small Cap Index Fund | No Load (NSIDX) | U.S. Small-Cap Blend Equity | $1,053.45 | 5.49% | 18.07% | 0.19% | 13.76 |
| Northern Multi-Manager Global Listed Infrastructure Fund | No Load (NMFIX) | Total Dividend Income Equity | $1,050.63 | -2.62% | 85.96% | 0.98% | 7.87 |
| Northern Global Sustainability Index Fund | No Load (NSRIX) | FAANG Equity | $917.66 | 14.82% | 49.61% | 0.29% | 1.08 |
| Fund Name | YTD | YTD Rank in Primary Category | 1 Year Return | 1 Year Rank in Primary Category | 3 Year Return | 3 Year Rank in Primary Category |
|---|
| Fund Name | 5 Year Return | 5 Year Rank in Primary Category | 10 Year Return | 10 Year Rank in Primary Category | Inception Date |
|---|
| Fund Name | Exp Ratio | Management Fee | 12b-1 | Admin Fee | Front Load | Deferred Load | Max Redemption Fee | Turnover |
|---|
| Fund Name | Div Yield | Last Dividend Date | Last Dividend Amount | Dividend Frequency | Net Income Ratio |
|---|
| Fund Name | YTD | Primary Manager | Start Date | Primary Manager Tenure (yrs) | Tenure Rank |
|---|
| Fund Name | IRA Minimum | Standard Minimum |
|---|
| Fund Name | Stocks | Bonds | Convertible Bonds | Preferred Stocks | Cash |
|---|
Northern Funds is a company that sells mutual funds with $232,623M in assets under management. The average expense ratio from all mutual funds is 0.26%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1985. The average manager tenure for all managers at Northern Funds is 10.78 years. The company offers investors 47 mutual funds, in terms of the number of individual fund symbols.
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