NUSFX – Northern Ultra-Short Fixed Income Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize total return (capital appreciation and income) to the extent consistent with preservation of principal. The fund will, under normal circumstances, invest primarily (and not less than 80% of its net assets) in fixed-income securities. It invests in investment grade domestic debt obligations (i.e., obligations rated within the top four rating categories by a Nationally Recognized Statistical Rating Organization or of comparable quality as determined by the fund's investment adviser).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NUSFX	Northern Ultra-Short Fixed Income Fund	No Load	Open			Jun 18, 2009	$2.15B	0.260%	Below Average	$2,500	$364.34M
SWSFX	Northern Ultra-Short Fixed Income Fund Siebert Williams Shank Shares	No Load	Open			Sep 13, 2022	$16.32M	0.260%	Below Average	$2,500	−$12.76M

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