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Morningstar

Northeast Investors

Northeast Investors Parent Rating

Average
Morningstar Manager Research

In a competitive industry, Northeast Investors does n't differentiate itself enough, leading to an Average Parent Pillar rating.

With an average three-year Morningstar Rating of 5.0 stars across its open-end and exchange-traded products, the firm has demonstrated its ability to deploy capital successfully for investors. Turnover among Northeast Investors portfolio management ranks has been low compared to other firms in the past five years. This stability on the personnel front boosts confidence in its staying power.

Northeast Investors Investments

Mutual Funds

See All Northeast Investors Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

134.34 Mil

Investment Flows (TTM)

−14.43 Mil

Asset Growth Rate (TTM)

−10.48%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
1
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Northeast Investors Trust89
View All 5-Star Standouts

Morningstar Mentions

Wingstop and Southwest Airlines are among the most expensive stocks under Morningstar’s U.S. coverage.

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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