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Morningstar

NAVigator Mutual Funds

View all of NAVigator’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

NAVigator Funds List

Share Class Type

1 to 10 of 10 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Navigator Tactical Fixed Income ANTBAXNontraditional Bond2.42%361.320%Above AverageFront Load$5,000
Navigator Tactical Fixed Income CNTBCXNontraditional Bond2.13%402.070%Above AverageLevel Load$5,000
Navigator Tactical Fixed Income INTBIXNontraditional Bond2.70%251.070%Above AverageInstitutional$25,000
Navigator Ultra Short Term Bond ANUSAXUltrashort Bond2.10%480.650%Above AverageFront Load$5,000
Navigator Ultra Short Term Bond INUSIXUltrashort Bond2.15%420.400%Above AverageInstitutional$25,000
Navigator Equity Hedged ANAVAXLong-Short Equity0.44%941.650%AverageFront Load$5,000
Navigator Equity Hedged CNAVCXLong-Short Equity0.96%932.400%AverageLevel Load$5,000
Navigator Equity Hedged INAVIXLong-Short Equity0.55%931.400%AverageInstitutional$25,000
Navigator Tactical Investment Grd Bd INTIIXNontraditional Bond—−1.85%981.060%Above AverageInstitutional$25,000
Navigator Tactical US Allocation INTAIXModerate Allocation—11.02%11.060%HighInstitutional$25,000

NAVigator Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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