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Northern Global Tactical Asset Allc BBALX

Quantitative rating as of
NAV / 1-Day Return
12.34  /  0.24 %
Total Assets
103.6 Mil
Adj. Expense Ratio
0.260%
Expense Ratio
0.570%
Distribution Fee Level
Below Average
Share Class Type
No Load
Category
Allocation—50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
3.23%
Turnover
61%

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 cost advantage over competitors, priced within the cheapest fee quintile among peers.

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