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Morningstar

Northern AZ Tax-Exempt NOAZX

Morningstar Analyst Rating
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 —

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis NOAZX

Will NOAZX 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 NOAZX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NOAZX 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 NOAZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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