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Northern US Treasury Index BTIAX

Quantitative rating as of
  • NAV / 1-Day Return 19.64  /  0.20 %
  • Total Assets 78.6 Mil
  • 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?

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

Summary

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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.

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