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Northern Global Tactical Asset Allc BBALX Fund Analysis

| Quantitative rating as of

Morningstar’s Analysis BBALX

Will BBALX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Northern Global Tactical Asset Allc’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers. The strategy changed its peer group in November, moving to the Allocation--50% to 70% Equity Morningstar Category from the Global Allocation category.

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