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Morningstar

Northern Global Sustainability Index I NSRIX

Morningstar Analyst Rating
Quantitative rating as of | See Northern Trust Investment Hub
  • NAV / 1-Day Return 18.12  /  1.06 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.290%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.54%
  • Turnover 8%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 2:44 AM GMT+00:00

Morningstar’s Analysis NSRIX

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

People Pillar

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

Summary

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Northern Global Sustainability Index I’s management team is just average, but a solid investment process still helps 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.

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