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Morningstar

Northern Limited Term Tax-Exempt NSITX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.96  /  0.02 %
  • Total Assets 580.8 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.460%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.36%
  • Effective Duration —

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis NSITX

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

People Pillar

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

Summary

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Northern Limited Term Tax-Exempt's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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