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Morningstar

Northern US Treasury Index BTIAX

Morningstar Analyst Rating
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 —

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis BTIAX

Will BTIAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BTIAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BTIAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BTIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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