Northern Inst Glbl Tactical Asset Allc A Northern Trust 50 South Lasalle Chicago, IL 60607 Map
Phone: 800-637-1380
| Category: | Moderate Allocation | | Fund Family: | Northern Funds | | Net Assets: | 20.23M | | Year-to-Date Return: | 15.92% | | Yield: | 2.53% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-93 |
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Peter J. Flood
Lead Manager since
01-Apr-08 | | | Flood has been a vice president and fixed-income portfolio manager with the Nothern Trust Company since 1981. He joined Northern Trust in 1979. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation and current income. The fund intends to invest primarily in shares of a combination of underlying mutual funds. It may also invest in other unaffiliated mutual funds and exchange-traded funds (ETFs) and other securities and investments not issued by mutual funds. The fund expects its foreign investments to be allocated among funds that are diversified among various regions , industries and capitalization ranges. |
| Last Dividend
(26-Aug-09):
| 0.05 | | Last Cap Gain
(20-Dec-07):
| 2.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 74.74% |
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| Expense | BBALX | Category Avg | | Total Expense Ratio: | 0.61%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 359 | $632 | | 5 Yr Expense Projection*: |
$ 622 | $951 | | 10 Yr Expense Projection*: |
$ 1,375 | $1,857 |
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