Northern US Treasury Index’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.
- NAV / 1-Day Return 19.64 / 0.20 %
- Total Assets 78.6 Mil
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Adj. Expense Ratio
- Expense Ratio 0.160%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Intermediate Government
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 1.74%
- Effective Duration —
Morningstar’s Analysis BTIAX
Will BTIAX outperform in future?
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