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Northern Global Tactical Asset Allc (BBALX)

12.02
-0.14
(-1.15%)
At close: 8:03:48 PM EDT
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  • Previous Close 12.16
  • YTD Return 0.90%
  • Expense Ratio 0.55%
  • Category World Allocation
  • Last Cap Gain -2.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 77.21M
  • Beta (5Y Monthly) 0.90
  • Yield 3.21%
  • 5y Average Return --
  • Holdings Turnover 38.30%
  • Last Dividend 0.02
  • Inception Date Jul 1, 1993

The fund will generally seek exposure to a number of different asset classes based on an asset allocation framework developed by the Investment Policy Committee of Northern Trust. The asset classes in which it seeks to obtain exposure include but are not limited to small-, mid- and large-capitalization common stocks; real estate securities; commodity-related securities; mortgage- and asset-backed securities; and fixed-income securities, including high yield securities and money market instruments.

Northern Funds

Fund Family

World Allocation

Fund Category

77.21M

Net Assets

1993-07-01

Inception Date

Performance Overview: BBALX

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Trailing returns as of 4/7/2025. Category is World Allocation.

YTD Return

BBALX
0.90%
Category
8.60%
 

1-Year Return

BBALX
6.04%
Category
25.33%
 

3-Year Return

BBALX
3.00%
Category
8.02%
 

5-Year Return

BBALX
8.42%
Category
8.06%
 

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Holdings: BBALX

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Sector Weightings

SectorBBALX
Technology   23.81%
Industrials   10.53%
Healthcare   10.46%
Real Estate   4.45%
Energy   3.96%
Utilities   3.67%

Recent News: BBALX

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Research Reports: BBALX

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