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Northern AZ Tax-Exempt NOAZX

Quantitative rating as of | See Northern Trust Investment Hub
  • NAV / 1-Day Return 9.85  /  0.18 %
  • Total Assets 76.9 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.470%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.84%
  • Effective Duration

Morningstar’s Analysis NOAZX

Will NOAZX outperform in future?

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

Summary

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Northern AZ Tax-Exempt's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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