BBALX : Northern Global Tactical Asset Allocation Fund

BBALX is a Allocation Market Total World with LOW fees.

BBALX

Northern Global Tactical Asset Allocation Fund

FI Score

62 /100

Expense Ratio Rating

10 /10

Expense Rating

7 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

62% FI Score
  • bbalx
  • Mutual Fund
  • Allocation
  • Total World

Northern Global Tactical Asset Allocation Fund

Expenses: 0.28% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why »

Fund Summary

The investment seeks to provide long-term capital appreciation and current income. The fund invests primarily in shares of a combination of underlying mutual funds and exchange-traded funds ("ETFs") for which the fund's investment adviser, or an affiliate acts as investment adviser. Under normal market conditions, it will invest significantly in funds that invest in companies that are located, headquartered, incorporated or otherwise organized outside of the United States as represented in either the MSCI EAFE® Index, MSCI Emerging Markets® Index or other diversified foreign indices.

Largest Holdings

Amount Holding
21.82% FlexShares Mstar US Mkt Factors Tilt ETF
9.24% FlexShares Mstar DevMks exUS FctTilt ETF
7.54% FlexShares Quality Dividend ETF
7.43% FlexShares Credit-Scored US Corp Bd ETF
6.91% FlexShares HY Val-Scrd Bd
6.73% iShares MBS ETF
5.08% FlexShares Intl Qual Div ETF
4.81% FlexShares Glbl Quality Real Estate ETF
4.14% FlexShares STOXX Global Broad Infras ETF
4.01% iShares iBoxx $ High Yield Corp Bd ETF
3.00% FlexShares Mstar Glbl Upstrm Nat Res ETF
2.82% FlexShares Disciplined Duration MBS ETF
2.75% iShares 20+ Year Treasury Bond ETF
2.54% iShares 3-7 Year Treasury Bond ETF
2.07% FlexShares US Quality Low Vol ETF
1.94% FlexShares Mstar EmgMkts FctTilt ETF
1.92% iShares 7-10 Year Treasury Bond ETF
1.85% FlexShares Crdt-Scrd US Lng Corp Bd ETF
1.81% iShares Long-Term Corporate Bond ETF
1.57% iShares Short-Term Corporate Bond ETF

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