Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Northern Trust Mutual Funds
View all of Northern Trust’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.
Northern Trust Mutual Funds List
1 to 25 of 55 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| Northern Income Equity Fund | NOIEX | Large Value | 14.07% | 78 | 0.480% | Below Average | No Load | $2,500 | ||
| Northern Large Cap Core Fund | NOLCX | Large Blend | 11.23% | 59 | 0.450% | Below Average | No Load | $2,500 | ||
| Northern Small Cap Core Fund Class K | NSCKX | Small Blend | 19.64% | 24 | 0.410% | Low | Retirement, Large | $2,500 | ||
| Northern Small Cap Core Fund Class I | NSGRX | Small Blend | 19.49% | 25 | 0.510% | Low | No Load | $0 | ||
| Northern Active M International Equity Fund | NMIEX | Foreign Large Blend | 9.90% | 70 | 0.850% | Average | No Load | $2,500 | ||
| Northern Stock Index Fund | NOSIX | Large Blend | 12.33% | 37 | 0.050% | Low | No Load | $2,500 | ||
| Northern Ultra-Short Fixed Income Fund Siebert Williams Shank Shares | SWSFX | Ultrashort Bond | 3.02% | 56 | 0.260% | Below Average | No Load | $2,500 | ||
| Northern Global Real Estate Index Fund | NGREX | Global Real Estate | 8.72% | 52 | 0.510% | Low | No Load | $2,500 | ||
| Northern Tax-Advantaged Ultra-Short Fixed Income Fund | NTAUX | Muni National Short | — | 2.06% | 15 | 0.250% | Low | No Load | $2,500 | |
| Northern Funds - World Selection Index Fund Class I | NSRIX | Global Large-Stock Blend | 10.64% | 57 | 0.290% | Low | No Load | $0 | ||
| Northern California Tax-Exempt Fund | NCATX | Muni California Long | — | 0.11% | 67 | 0.460% | Below Average | No Load | $2,500 | |
| Northern Global Tactical Asset Allocation Fund | BBALX | Global Moderate Allocation | 8.39% | 36 | 0.490% | Below Average | No Load | $2,500 | ||
| Northern Small Cap Index Fund | NSIDX | Small Blend | 15.84% | 57 | 0.100% | Low | No Load | $2,500 | ||
| Northern Multi-Manager Global Real Estate Fund | NMMGX | Global Real Estate | 6.99% | 79 | 0.820% | Below Average | No Load | $2,500 | ||
| Northern Multi-Manager High Yield Opportunity Fund | NMHYX | High Yield Bond | — | 0.70% | 70 | 0.690% | Below Average | No Load | $2,500 | |
| Northern Large Cap Value Fund | NOLVX | Large Value | 19.55% | 42 | 0.560% | Below Average | No Load | $2,500 | ||
| Northern Emerging Markets Equity Index Fund | NOEMX | Diversified Emerging Markets | 14.96% | 39 | 0.150% | Low | No Load | $2,500 | ||
| Northern Ultra-Short Fixed Income Fund | NUSFX | Ultrashort Bond | 3.03% | 52 | 0.260% | Below Average | No Load | $2,500 | ||
| Northern Limited Term Tax-Exempt Fund | NSITX | Muni National Short | — | 1.25% | 83 | 0.450% | Average | No Load | $2,500 | |
| Northern International Equity Fund | NOIGX | Foreign Large Value | 12.67% | 63 | 0.500% | Below Average | No Load | $2,500 | ||
| Northern U.S. Quality ESG Fund Class I | NUEIX | Large Blend | 10.63% | 66 | 0.490% | Below Average | Institutional | $0 | ||
| Northern Active M Emerging Market Equity Fund | NMMEX | Diversified Emerging Markets | 14.78% | 42 | 0.990% | Below Average | No Load | $2,500 | ||
| Northern California Intermediate Tax-Exempt Fund | NCITX | Muni California Intermediate | — | −0.22% | 93 | 0.450% | Below Average | No Load | $2,500 | |
| Northern Bond Index Fund | NOBOX | Intermediate Core Bond | −0.92% | 41 | 0.070% | Low | No Load | $2,500 | ||
| Northern U.S. Quality ESG Fund Class K | NUESX | Large Blend | 10.72% | 65 | 0.390% | Below Average | No Load | $2,500 |
Northern Trust 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
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
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