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Morningstar

Northern Core Bond NOCBX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.10  /  0.21 %
  • Total Assets 125.1 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.420%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.67%
  • Effective Duration —

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:48 PM GMT+00:00

Morningstar’s Analysis NOCBX

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

People Pillar

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

Summary

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Northern Core Bond's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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