Nasdaq - Delayed Quote USD

Northern US Quality ESG I (NUEIX)

20.97
+0.05
+(0.24%)
As of 8:05:58 AM EST. Market Open.

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
5
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • ADP Access Open Fund Architecture
  • H Beck Inc.
  • Securities America Inc.
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

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.

Fund Overview

Category Large Blend
Fund Family Northern Funds
Net Assets 525.12M
YTD Return 20.55%
Yield 0.95%
Morningstar Rating
Inception Date Oct 02, 2017

Performance & Risk

YTD Return -0.80%
5y Average Return 0.00%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

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