BTIAX : Northern U.S. Treasury Index Fund

BTIAX is a Bond Market Government Bond index fund with LOW fees.

BTIAX

Northern U.S. Treasury Index Fund

FI Score

57 /100

Expense Ratio Rating

8 /10

Expense Rating

8 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

57% FI Score
  • btiax
  • Mutual Fund
  • Bond
  • Government Bond

Northern U.S. Treasury Index Fund

Expenses: 0.18% (Better than 1% of similar funds)

This is an OK choice for a Government Bond Bond fund. See why ยป

Fund Summary

The investment seeks to provide investment results approximating the performance of the Bloomberg Barclays U.S. Treasury Index. The fund will invest substantially all (and at least 80%) of its net assets in a representative sample of the U.S. Treasury obligations included in the Bloomberg Barclays U.S. Treasury Index. It will buy and sell securities with the goal of achieving an overall duration and total return similar to that of the index. The Bloomberg Barclays U.S. Treasury Index is an unmanaged index that includes a broad range of U.S. Treasury obligations and is considered representative of U.S. Treasury bond performance overall.

Largest Holdings

Amount Holding
2.40% United States Treasury Notes 1.12%
2.29% United States Treasury Notes 1.38%
1.69% United States Treasury Notes 1.12%
1.34% United States Treasury Notes 1.38%
1.33% United States Treasury Notes 1.12%
1.14% United States Treasury Bonds 2%
1.01% United States Treasury Notes 1.38%
1.00% United States Treasury Notes 1.75%
0.98% United States Treasury Notes 1.5%
0.97% United States Treasury Notes 1.5%
0.80% United States Treasury Notes 3.12%
0.77% United States Treasury Notes 1.62%
0.76% United States Treasury Bonds 3%
0.75% United States Treasury Notes 1.62%
0.73% United States Treasury Notes 2.25%
0.73% United States Treasury Notes 2.88%
0.70% United States Treasury Notes 2.25%
0.69% United States Treasury Notes 2.62%
0.69% United States Treasury Notes 2.88%
0.68% United States Treasury Notes 1.62%
0.68% United States Treasury Notes 2.38%
0.66% United States Treasury Notes 2%
0.66% United States Treasury Notes 1.5%
0.66% United States Treasury Bonds 3.38%
0.64% United States Treasury Bonds 3.75%

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