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Navigator Tactical Fixed Income Fund (NTBAX)

9.44
+0.01
+(0.11%)
At close: 8:01:47 PM EDT
Loading Chart for NTBAX
  • Previous Close 9.43
  • YTD Return 0.79%
  • Expense Ratio 1.32%
  • Category Nontraditional Bond
  • Last Cap Gain -5.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 8B
  • Beta (5Y Monthly) 0.53
  • Yield 5.89%
  • 5y Average Return --
  • Holdings Turnover 34.00%
  • Last Dividend 0.09
  • Inception Date Mar 27, 2014

The fund will normally invest at least 80% of its assets, defined as net assets plus the amount of any borrowings for investment purposes, in long and/or short positions in fixed income securities. The adviser defines fixed income securities as including (i) bills, (ii) notes, (iii) structured notes, (iv) bonds, (v) preferred stocks, (vi) any other debt or debt-related securities of any maturities, (vii) fixed income derivatives, and (viii) underlying funds that invest primarily in fixed income securities, or (ix) other evidences of indebtedness.

Navigator Funds

Fund Family

Nontraditional Bond

Fund Category

8B

Net Assets

2014-03-27

Inception Date

Performance Overview: NTBAX

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Trailing returns as of 4/30/2025. Category is Nontraditional Bond.

YTD Return

NTBAX
0.79%
Category
1.90%
 

1-Year Return

NTBAX
6.10%
Category
7.92%
 

3-Year Return

NTBAX
3.85%
Category
3.65%
 

5-Year Return

NTBAX
5.07%
Category
3.77%
 

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Holdings: NTBAX

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Sector Weightings

SectorNTBAX
Technology   30.89%
Healthcare   10.39%
Industrials   7.06%
Utilities   6.14%
Energy   3.18%
Real Estate   2.12%

Recent News: NTBAX

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Research Reports: NTBAX

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