NUSFX : Northern Ultra-Short Fixed Income Fund

NUSFX is a Alternative Market Short with MODERATE fees.

NUSFX

Northern Ultra-Short Fixed Income Fund

FI Score

62 /100

Expense Ratio Rating

8 /10

Expense Rating

8 /10

Market Score

7 /10

Category Score

0 /10

Market Size

7 /10

62% FI Score
  • nusfx
  • Mutual Fund
  • Alternative
  • Short

Northern Ultra-Short Fixed Income Fund

Expenses: 0.25% (Better than 1% of similar funds)

This is an OK choice for a Short Alternative fund. See why ยป

Fund Summary

The investment seeks to maximize total return (capital appreciation and income) to the extent consistent with preservation of principal. The fund will, under normal circumstances, invest primarily (and not less than 80% of its net assets) in fixed-income securities. It invests in investment grade domestic debt obligations (i.e., obligations rated within the top four rating categories by a Nationally Recognized Statistical Rating Organization or of comparable quality as determined by the fund's investment adviser).

Largest Holdings

Amount Holding
2.94% United States Treasury Notes 1.62%
1.20% United States Treasury Notes 1.12%
1.17% International Business Machines Corporation 2.11%
1.12% United States Treasury Notes 1.5%
1.12% Republic Services, Inc. 5.25%
1.10% Massmutual Global Funding II 2%
0.91% U.S. Bank National Association 2%
0.91% Toyota Motor Credit Corporation 1.83%
0.90% Credit Suisse AG New York Branch 1.2%
0.90% Royal Bank of Canada 2.24%
0.88% Canadian Imperial Bank of Commerce 0.82%
0.87% European Investment Bank 0.46%
0.84% United States Treasury Notes 1.38%
0.83% Caterpillar Financial Services Corporation 1.28%
0.82% Mondelez International Holdings Netherlands BV 2.12%
0.82% Morgan Stanley 1.97%
0.78% Golden Credit Card Trust 1.05%
0.77% Capital One Bank (USA), National Association (Virginia) 2.01%
0.73% Paccar Financial Corp 2.65%
0.71% Discover Card Execution Note Trust 1.89%
0.71% Skandinaviska Enskilda Banken AB (publ) 3.05%
0.69% SunTrust Bank 2.28%
0.65% AT&T Inc 2.33%
0.63% Truist Financial Corporation 3.05%
0.62% Svenska Handelsbanken Ab (Publ) 1.88%

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