Neither process nor people stand out at Northern Global Real Estate Index, but it gets just enough right to help 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.
- NAV / 1-Day Return 9.77 / 0.10 %
- Total Assets 1.1 Bil
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Adj. Expense Ratio
- Expense Ratio 0.470%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Global Real Estate
- Investment Style Mid Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 1.70%
- Turnover 6%
Morningstar’s Analysis NGREX
Will NGREX outperform in future?
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