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Nasdaq - Delayed Quote USD

Northern US Quality ESG K (NUESX)

19.41
+1.65
+(9.29%)
At close: 8:01:46 PM EDT
Loading Chart for NUESX
  • Previous Close 17.76
  • YTD Return -5.26%
  • Expense Ratio 0.39%
  • Category Large Blend
  • Last Cap Gain 7.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 492.14M
  • Beta (5Y Monthly) 1.01
  • Yield 1.07%
  • 5y Average Return --
  • Holdings Turnover 36.53%
  • Last Dividend 0.05
  • Inception Date Oct 2, 2017

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.

Northern Funds

Fund Family

Large Blend

Fund Category

492.14M

Net Assets

2017-10-02

Inception Date

Performance Overview: NUESX

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Trailing returns as of 4/9/2025. Category is Large Blend.

YTD Return

NUESX
5.26%
Category
5.31%
 

1-Year Return

NUESX
5.07%
Category
20.31%
 

3-Year Return

NUESX
7.49%
Category
6.48%
 

5-Year Return

NUESX
17.80%
Category
11.78%
 

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Holdings: NUESX

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Sector Weightings

SectorNUESX
Technology   35.77%
Healthcare   10.43%
Industrials   9.36%
Energy   2.23%
Utilities   1.78%
Real Estate   1.11%

Recent News: NUESX

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Research Reports: NUESX

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