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Northeast Investors Trust NTHEX

Quantitative rating as of | See Northeast Investors Investment Hub
  • NAV / 1-Day Return 3.50  /  0.00
  • Total Assets 134.6 Mil
  • Adj. Expense Ratio
    2.740%
  • Expense Ratio 2.740%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 5.43%
  • Effective Duration

Morningstar’s Analysis NTHEX

Will NTHEX outperform in future?

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

Summary

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Northeast Investors Trust earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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