Nasdaq - Delayed Quote USD
Northern US Quality ESG I (NUEIX)
19.14
-0.06
(-0.31%)
At close: 8:01:46 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -8.97% |
| 5y Average Return | 0.00% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Apr 14, 2025) | 31.24% |
| Worst 1Y Total Return (Apr 14, 2025) | -- |
| Best 3Y Total Return | 31.24% |
| Worst 3Y Total Return | 6.97% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NUEIX
Category
- YTD
- -5.28%
- 5.31%
- 1-Month
- -5.99%
- -4.19%
- 3-Month
- -5.28%
- 3.90%
- 1-Year
- 4.91%
- 20.31%
- 3-Year
- 7.38%
- 6.48%
- 5-Year
- 17.68%
- 11.78%
- 10-Year
- 0.00%
- 10.96%
- Last Bull Market
- 20.63%
- 25.56%
- Last Bear Market
- -15.03%
- -15.11%
Annual Total Return (%) History
Year
NUEIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -5.28% | -- | -- | -- |
| 2024 | 8.85% | 2.49% | 6.09% | 1.86% |
| 2023 | 6.43% | 8.28% | -2.74% | 11.67% |
| 2022 | -6.37% | -15.03% | -5.16% | 7.51% |
| 2021 | 8.16% | 8.86% | 0.52% | 10.89% |
| 2020 | 12.36% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 76 |
| 1-Month | 72 |
| 3-Month | 76 |
| 1-Year | 68 |
| 3-Year | 65 |
| 5-Year | 52 |
Load Adjusted Returns
| 1-Year | 4.91% |
| 3-Year | 7.38% |
| 5-Year | 17.68% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -8.97% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Northern Funds |
| Net Assets | 492.14M |
| YTD Return | -5.28% |
| Yield | 1.01% |
| Morningstar Rating | |
| Inception Date | Oct 02, 2017 |
Fund Summary
In seeking long-term capital appreciation, the fund will invest, under normal circumstances, at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of large and mid-capitalization U.S. companies that the investment adviser believes have favorable environmental, social and governance ("ESG") characteristics under a third-party vendor's rating methodology.
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